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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Service code 49 · EIN 95-3845382 | Other Services | $56,979 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 49 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Other Services | $14,627 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSCOIATED INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $41,470 | $46,173-10.2% | $170,439-75.7% | $69,631-40.4% |
| Participation rate | 97.9% | 63.9%+34.0pp | 83.6%+14.3pp | 70.7%+27.2pp |
| Annual return | 17.57% | 21.62%-4.0pp | 205.94%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,852 | $1,610+77.2% | $5,433-47.5% | $2,032+40.3% |
| Participant deferral / active EE | $2,770 | $2,080+33.1% | $4,939-43.9% | $3,224-14.1% |
| Admin fee / account holder | $76 | $116-34.2% | $13,881-99.5% | $110-30.9% |