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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 11-2859146 | Direct Payment | $12,530 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,320 |
Filed as: ROBIN S. WEINGAST & ASSOC. INC. Service code 13 | Contract Administrator | $1,566 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $0 |
Filed as: ROBIN S. WEINGAST Service code 13 · EIN 11-2859146 | Contract Administrator | $0 |
STEPHAN L. GROSSMAN1+ years Service code 53 250 W. 34TH STREET · NEW YORK, NY 10119 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,348 | $37,117-34.4% | $147,617-83.5% | $55,191-55.9% |
| Participation rate | 26.5% | 63.6%-37.1pp | 84.6%-58.1pp | 69.2%-42.6pp |
| Annual return | -22.11% | 3.44%-25.5pp | 61.98%-84.1pp | 10.78%-32.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $580 | $1,985-70.8% | $4,895-88.2% | $3,046-81.0% |
| Admin fee / account holder | $311 | $86+263.0% | $11,612-97.3% | $91+242.2% |