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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,770 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 49 · EIN 95-3845382 | Other Services | $18,553 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,984 | $60,454-33.9% | $81,844-51.1% | $74,459-46.3% |
| Participation rate | 87.8% | 63.0%+24.9pp | 72.4%+15.4pp | 67.2%+20.6pp |
| Annual return | 6.70% | 16.87%-10.2pp | 778.87%-772.2pp | 1369.70%-1363.0pp |
| Employer contribution / active EE | $1,711 | $2,630-34.9% | $2,916-41.3% | $2,626-34.8% |
| Participant deferral / active EE | $2,464 | $3,398-27.5% | $4,323-43.0% | $4,350-43.4% |
| Admin fee / account holder | $288 | $1,490-80.6% | $7,355-96.1% | $1,945-85.2% |