Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,924 |
Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $3,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,112 | $80,753-40.4% | $136,298-64.7% | $62,293-22.8% |
| Participation rate | 40.3% | 73.5%-33.2pp | 81.9%-41.6pp | 69.5%-29.2pp |
| Annual return | 26.40% | 35.83%-9.4pp | 5156.27%-5129.9pp | 28.90%-2.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,641 | $5,164-29.5% | $6,247-41.7% | $3,169+14.9% |
| Admin fee / account holder | $102 | $525-80.7% | $9,244-98.9% | $479-78.8% |