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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 27 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $41,164 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,041 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,544 | $61,815+59.4% | $97,295+1.3% | $80,959+21.7% |
| Participation rate | 92.8% | 63.5%+29.3pp | 72.7%+20.1pp | 67.7%+25.1pp |
| Annual return | 15.02% | -558.73%+573.8pp | 75.62%-60.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,153 | $1,836+17.2% | $2,723-20.9% | $2,757-21.9% |
| Participant deferral / active EE | $4,465 | $3,027+47.5% | $4,264+4.7% | $4,300+3.8% |
| Admin fee / account holder | $284 | $5,166-94.5% | $5,646-95.0% | $6,925-95.9% |