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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,313 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $12,027 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,588 | $47,977-34.2% | $154,111-79.5% | $56,287-43.9% |
| Participation rate | 77.8% | 66.2%+11.6pp | 83.0%-5.3pp | 69.9%+7.9pp |
| Annual return | -3.20% | 3.54%-6.7pp | 735.18%-738.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,455 | $2,392+2.6% | $5,081-51.7% | $3,350-26.7% |
| Admin fee / account holder | $235 | $438-46.5% | $13,411-98.3% | $521-55.0% |