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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,130 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 49 · EIN 95-3845382 | Other Services | $78,194 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS INC Service code 13 · EIN 85-0402842 | Contract Administrator | $26,965 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,720 | $50,919+13.4% | $155,556-62.9% | $77,762-25.8% |
| Participation rate | 91.0% | 63.1%+27.9pp | 78.2%+12.7pp | 70.6%+20.4pp |
| Annual return | 10.63% | 34.84%-24.2pp | 64.84%-54.2pp | 31.27%-20.6pp |
| Employer contribution / active EE | $2,874 | $1,991+44.3% | $4,675-38.5% | $2,728+5.4% |
| Participant deferral / active EE | $2,992 | $2,824+5.9% | $5,631-46.9% | $4,651-35.7% |
| Admin fee / account holder | $46 | $437-89.6% | $15,885-99.7% | $433-89.5% |