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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,345 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL SPECIALISTS LLC Service code 55 200 N MARTINGALE RD 7TH FLR · SCHAUMBERG, IL 60173 | Other Commissions | $223 |
Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $976 | $46,732-97.9% | $156,551-99.4% | $55,167-98.2% |
| Participation rate | 24.8% | 65.8%-41.0pp | 84.0%-59.2pp | 69.0%-44.2pp |
| Annual return | 5.95% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $5 | $2,105-99.8% | $5,501-99.9% | $1,963-99.7% |
| Participant deferral / active EE | $185 | $2,204-91.6% | $4,871-96.2% | $3,054-93.9% |
| Admin fee / account holder | $18 | $418-95.8% | $13,028-99.9% | $504-96.5% |