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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 | Advisory (Plan) | $15,624 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $8,532 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,080 |
MORNINGSTAR4+ years Filed as: MORINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,111 | $101,653-65.5% | $147,080-76.1% | $74,459-52.8% |
| Participation rate | 65.8% | 75.6%-9.8pp | 82.2%-16.4pp | 67.2%-1.4pp |
| Annual return | 20.19% | 8754.98%-8734.8pp | 420.17%-400.0pp | 1369.70%-1349.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,189 | $7,304-15.3% | $8,066-23.3% | $4,350+42.3% |
| Admin fee / account holder | $35 | $1,752-98.0% | $12,989-99.7% | $1,945-98.2% |