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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 49 · EIN 95-3845382 | Other Services | $47,050 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $21,161 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 49 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Other Services | $11,575 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSCOIATED INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
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 | $35,531 | $36,916-3.8% | $156,551-77.3% | $57,658-38.4% |
| Participation rate | 99.3% | 63.4%+35.8pp | 84.0%+15.2pp | 70.2%+29.0pp |
| Annual return | 6.07% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,823 | $1,571+79.8% | $5,501-48.7% | $1,974+43.0% |
| Participant deferral / active EE | $2,762 | $1,926+43.5% | $4,871-43.3% | $3,061-9.7% |
| Admin fee / account holder | $45 | $82-45.2% | $13,028-99.7% | $95-52.1% |