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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 08111 | Recordkeeping Fees | $11,921 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Other Commissions | $5,884 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $5,884 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON BENEFITS, INC. Service code 13 | Contract Administrator | $1,260 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,836 | $51,620-75.1% | $90,324-85.8% | $65,186-80.3% |
| Participation rate | 50.3% | 68.6%-18.3pp | 73.3%-22.9pp | 70.2%-19.9pp |
| Annual return | 21.13% | 24.94%-3.8pp | 78.15%-57.0pp | 29.39%-8.3pp |
| Employer contribution / active EE | $470 | $2,235-79.0% | $2,856-83.5% | $2,177-78.4% |
| Participant deferral / active EE | $976 | $2,871-66.0% | $3,885-74.9% | $3,514-72.2% |
| Admin fee / account holder | $108 | $384-71.9% | $5,356-98.0% | $847-87.2% |