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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 | $101,591+22.6% | $147,096-15.3% | $74,429+67.3% |
| Participation rate | 67.5% | 75.5%-8.0pp | 82.2%-14.7pp | 67.2%+0.3pp |
| Annual return | 16.53% | 8746.45%-8729.9pp | 419.75%-403.2pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $369 | $3,813-90.3% | $4,936-92.5% | $2,625-85.9% |
| Participant deferral / active EE | $7,376 | $7,302+1.0% | $8,071-8.6% | $4,348+69.6% |
| Admin fee / account holder | $546 | $1,750-68.8% | $13,005-95.8% | $1,944-71.9% |