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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENTS ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $47,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,054 |
BLATT & DAUMAN LLP7 years Filed as: BLATT AND DAUMAN Service code 10 · EIN 11-2778625 | Accounting | $6,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,540 | $101,653+22.5% | $147,080-15.3% | $74,459+67.3% |
| Participation rate | 67.5% | 75.6%-8.0pp | 82.2%-14.7pp | 67.2%+0.3pp |
| Annual return | 16.53% | 8754.98%-8738.4pp | 420.17%-403.6pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $369 | $3,813-90.3% | $4,933-92.5% | $2,626-85.9% |
| Participant deferral / active EE | $7,376 | $7,304+1.0% | $8,066-8.6% | $4,350+69.6% |
| Admin fee / account holder | $546 | $1,752-68.8% | $12,989-95.8% | $1,945-71.9% |