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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 08111 | Recordkeeping Fees | $9,667 |
Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $4,655 |
Filed as: BEACON BENEFITS, INC. Service code 13 | Contract Administrator | $1,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,020 | $50,637-74.3% | $86,582-85.0% | $62,293-79.1% |
| Participation rate | 52.6% | 67.9%-15.3pp | 73.5%-21.0pp | 69.5%-16.9pp |
| Annual return | 17.00% | 20.80%-3.8pp | 965.08%-948.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $673 | $2,075-67.6% | $2,839-76.3% | $2,042-67.1% |
| Participant deferral / active EE | $1,367 | $2,611-47.7% | $3,609-62.1% | $3,169-56.9% |
| Admin fee / account holder | $109 | $413-73.6% | $4,904-97.8% | $479-77.2% |