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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $26,361 |
FIRST ALLIED ADVISORY SERVICES, INC1 year Filed as: FIRST ALLIED ADVISORY SERVICES Service code 26 200 N. PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 90245 | Advisory (Participants) | $18,383 |
Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $5,416 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,917 | $84,487+19.4% | $125,339-19.5% | $66,914+50.8% |
| Participation rate | 87.6% | 76.4%+11.2pp | 82.4%+5.2pp | 69.8%+17.8pp |
| Annual return | -11.88% | -8.39%-3.5pp | 572.05%-583.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $3,571 | $3,553+0.5% | $4,814-25.8% | $2,544+40.4% |
| Participant deferral / active EE | $8,571 | $6,781+26.4% | $7,446+15.1% | $4,237+102.3% |
| Admin fee / account holder | $466 | $685-32.0% | $10,010-95.3% | $593-21.5% |