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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,003 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS, LLC Service code 22 4600 SYRACUSE ST STE 600 · DENVER, CO 80237 | Insurance Broker | $35,355 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $5,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,807 | $155,795-64.2% | $136,298-59.1% | $69,631-19.9% |
| Participation rate | 68.0% | 75.2%-7.3pp | 81.9%-13.9pp | 70.7%-2.7pp |
| Annual return | 17.59% | 232464.33%-232446.7pp | 5156.27%-5138.7pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $827 | $2,991-72.4% | $4,696-82.4% | $2,032-59.3% |
| Participant deferral / active EE | $3,020 | $5,394-44.0% | $6,247-51.7% | $3,224-6.3% |
| Admin fee / account holder | $228 | $128+77.6% | $9,244-97.5% | $110+106.2% |