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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 49 · EIN 95-3845382 | Other Services | $18,894 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,582 |
STOCKMAN KAST RYAN2+ years Filed as: STOCKMAN KAST RYAN AND CO Service code 10 102 N CASCADE AVE SUITE 400 · COLORADO SPRINGS, CO 80903 | Accounting | $7,500 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,238 | $36,916+36.1% | $156,551-67.9% | $57,658-12.9% |
| Participation rate | 36.8% | 63.4%-26.7pp | 84.0%-47.2pp | 70.2%-33.5pp |
| Annual return | 8.82% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $789 | $1,571-49.8% | $5,501-85.7% | $1,974-60.0% |
| Participant deferral / active EE | $1,822 | $1,926-5.4% | $4,871-62.6% | $3,061-40.5% |
| Admin fee / account holder | $59 | $82-28.3% | $13,028-99.5% | $95-37.5% |