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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS, LLC Service code 26 · EIN 36-3120284 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Participants) | $15,955 |
NATIONWIDE5+ years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $11,816 |
PPA/TPA1 year Service code 26 350 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $5,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $7,311 | $47,163-84.5% | $149,696-95.1% | $74,460-90.2% |
| Participation rate | 29.9% | 63.4%-33.5pp | 78.8%-48.9pp | 70.7%-40.9pp |
| Annual return | 29.10% | 22.75%+6.3pp | 134.46%-105.4pp | 34.38%-5.3pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,006 | $2,730-63.2% | $5,682-82.3% | $4,530-77.8% |
| Admin fee / account holder | $70 | $343-79.6% | $13,212-99.5% | $348-79.8% |