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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $31,453 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN, CHISM Service code 10 · EIN 81-4498561 | Accounting | $11,500 |
PASI, LLC3+ years Service code 17 · EIN 26-1407927 | Pension Consulting | $8,450 |
Filed as: FIDELITY INVESTMENTS INST'L OPER. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,290 |
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.)
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 | $56,690 | $59,220-4.3% | $96,572-41.3% | $79,389-28.6% |
| Participation rate | 60.8% | 61.9%-1.1pp | 69.8%-9.0pp | 70.7%-9.9pp |
| Annual return | 15.70% | 27.08%-11.4pp | 37.79%-22.1pp | 116.89%-101.2pp |
| Employer contribution / active EE | $2,971 | $1,216+144.2% | $2,357+26.0% | $2,428+22.4% |
| Participant deferral / active EE | $3,946 | $2,948+33.8% | $3,850+2.5% | $4,046-2.5% |
| Admin fee / account holder | $321 | $659-51.3% | $6,183-94.8% | $626-48.8% |