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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISORS LLC Service code 17 5925 SILVER SPRINGS STE B · EL PASO, TX 79912 | Pension Consulting | $20,543 |
Service code 15 1985 E. RIVER ROAD, STE 111 · TUCSON, AZ 85718 | Recordkeeping | $5,717 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,483 | $73,978-73.7% | $96,515-79.8% | $75,173-74.1% |
| Participation rate | 98.9% | 66.4%+32.4pp | 74.3%+24.5pp | 67.2%+31.7pp |
| Annual return | 11.69% | 26.72%-15.0pp | 35.73%-24.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $2,247 | $2,931-23.3% | $3,740-39.9% | $2,671-15.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $226 | $5,219-95.7% | $6,735-96.6% | $5,651-96.0% |