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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 08111 | Recordkeeping Fees | $11,763 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $5,493 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS, INC. Service code 13 | Contract Administrator | $1,226 |
Filed as: CETERA ADVISOR NETWORKS Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
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 | $12,758 | $44,873-71.6% | $79,467-83.9% | $56,289-77.3% |
| Participation rate | 51.1% | 68.7%-17.6pp | 73.3%-22.2pp | 69.9%-18.7pp |
| Annual return | -6.03% | 0.81%-6.8pp | 718.30%-724.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $735 | $2,140-65.6% | $2,800-73.7% | $2,111-65.2% |
| Participant deferral / active EE | $1,179 | $2,746-57.1% | $3,704-68.2% | $3,350-64.8% |
| Admin fee / account holder | $136 | $418-67.6% | $5,104-97.3% | $521-74.0% |