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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $41,612 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $32,953 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,239 | $101,672+18.3% | $147,117-18.3% | $74,478+61.4% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.2pp | 67.2%+21.2pp |
| Annual return | 17.71% | 8757.83%-8740.1pp | 420.54%-402.8pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $3,645 | $3,813-4.4% | $4,932-26.1% | $2,626+38.8% |
| Participant deferral / active EE | $9,281 | $7,305+27.1% | $8,065+15.1% | $4,350+113.3% |
| Admin fee / account holder | $594 | $1,753-66.1% | $12,993-95.4% | $1,946-69.5% |