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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $345 |
Filed as: ALLIANT INSURANCE SERVICES Service code 55 · EIN 33-0785439 320 W 57TH STREET · NEW YORK, NY 10019 | Other Commissions | $0 |
Filed as: CETERA ADVISOR NETWORK Service code 53 · EIN 95-3845382 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Insurance Commissions | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,580 | $80,753+7.2% | $136,294-36.5% | $62,292+39.0% |
| Participation rate | 91.0% | 73.5%+17.4pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 20.39% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $5,921 | $2,884+105.3% | $4,695+26.1% | $2,042+189.9% |
| Participant deferral / active EE | $9,893 | $5,164+91.6% | $6,247+58.4% | $3,169+212.2% |
| Admin fee / account holder | $410 | $525-21.9% | $9,243-95.6% | $479-14.4% |