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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 28 | Investment Management | $49,144 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C MILLER & CO INC Service code 13 · EIN 35-1820020 | Contract Administrator | $39,490 |
HARTNETT REYES-JONES, LLC1+ years Filed as: HARTNETT, GLADNEY, HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $37,265 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $13,562 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,090 | $57,921-70.5% | $84,753-79.8% | $57,658-70.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -7.49% | 10.24%-17.7pp | 22.78%-30.3pp | 5.13%-12.6pp |
| Employer contribution / active EE | $3,443 | $2,598+32.5% | $3,574-3.7% | $1,974+74.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $84 | $130-35.2% | $5,333-98.4% | $95-11.1% |