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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 27 200 N PACIFIC COAST HWY STE 1300 · EL SEGUNDO, CA 902455605 | Advisory (Plan) | $31,781 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,498 | $61,338-27.5% | $149,717-70.3% | $71,495-37.8% |
| Participation rate | 39.1% | 62.5%-23.4pp | 78.8%-39.6pp | 67.9%-28.8pp |
| Annual return | 21.25% | 35.86%-14.6pp | 134.41%-113.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $419 | $2,381-82.4% | $4,820-91.3% | $2,589-83.8% |
| Participant deferral / active EE | $1,762 | $2,919-39.6% | $5,682-69.0% | $4,291-58.9% |
| Admin fee / account holder | $341 | $1,263-73.0% | $13,213-97.4% | $1,588-78.5% |