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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,626 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $11,381 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,235 | $46,360-73.6% | $147,618-91.7% | $52,331-76.6% |
| Participation rate | 92.5% | 64.9%+27.6pp | 84.6%+7.9pp | 68.1%+24.4pp |
| Annual return | -2.04% | 1.62%-3.7pp | 61.98%-64.0pp | 4.54%-6.6pp |
| Employer contribution / active EE | $762 | $2,126-64.2% | $5,565-86.3% | $1,882-59.5% |
| Participant deferral / active EE | $910 | $2,258-59.7% | $4,895-81.4% | $3,022-69.9% |
| Admin fee / account holder | $122 | $766-84.0% | $11,612-98.9% | $592-79.3% |