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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,922 |
Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $15,779 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $5,426 |
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 | $42,513 | $58,258-27.0% | $81,820-48.0% | $80,925-47.5% |
| Participation rate | 91.8% | 63.5%+28.3pp | 72.4%+19.4pp | 67.7%+24.1pp |
| Annual return | 13.36% | 41.76%-28.4pp | 777.93%-764.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,483 | $2,345+48.5% | $2,915+19.5% | $2,756+26.4% |
| Participant deferral / active EE | $6,982 | $3,284+112.6% | $4,323+61.5% | $4,299+62.4% |
| Admin fee / account holder | $284 | $4,976-94.3% | $7,391-96.2% | $6,940-95.9% |