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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORK LLC Service code 26 · EIN 95-3845382 | Advisory (Participants) | $10,115 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,946 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,212 | $59,417-17.2% | $93,606-47.4% | $74,495-33.9% |
| Participation rate | 42.9% | 59.7%-16.8pp | 68.7%-25.9pp | 67.2%-24.3pp |
| Annual return | 11.61% | 81.83%-70.2pp | 133.20%-121.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $493 | $1,264-61.0% | $2,420-79.6% | $2,623-81.2% |
| Participant deferral / active EE | $707 | $3,050-76.8% | $4,411-84.0% | $4,346-83.7% |
| Admin fee / account holder | $341 | $3,021-88.7% | $8,285-95.9% | $1,942-82.4% |