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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC6 years Filed as: CWM, LLC Service code 26 · EIN 95-3845382 13321 CALIFORNIA STREET · OMAHA, NE 68154 | Advisory (Participants) | $12,990 |
PAYCHEX, INC.9 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,401 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,157 | $51,878-26.4% | $68,368-44.2% | $79,634-52.1% |
| Participation rate | 15.9% | 53.7%-37.8pp | 73.8%-57.8pp | 62.5%-46.6pp |
| Annual return | 15.79% | 137.43%-121.6pp | 292.57%-276.8pp | 36.46%-20.7pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $667 | $2,577-74.1% | $4,123-83.8% | $3,835-82.6% |
| Admin fee / account holder | $244 | $942-74.1% | $5,150-95.3% | $1,002-75.7% |