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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,917 |
Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $17,978 |
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 | $27,963 | $54,357-48.6% | $82,706-66.2% | $68,495-59.2% |
| Participation rate | 93.2% | 63.9%+29.3pp | 72.6%+20.6pp | 67.9%+25.3pp |
| Annual return | -17.00% | -13.67%-3.3pp | 701.76%-718.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,108 | $2,218+40.1% | $3,007+3.3% | $2,596+19.7% |
| Participant deferral / active EE | $5,889 | $3,246+81.4% | $4,394+34.0% | $4,028+46.2% |
| Admin fee / account holder | $265 | $4,396-94.0% | $5,329-95.0% | $5,403-95.1% |