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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $85,044 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $11,130 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,956 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,695 | $54,245-52.6% | $93,727-72.6% | $77,762-67.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 68.7%-68.7pp | 70.6%-70.6pp |
| Annual return | 4.26% | 30.58%-26.3pp | 133.83%-129.6pp | 31.27%-27.0pp |
| Employer contribution / active EE | $118 | $1,168-89.9% | $2,421-95.1% | $2,728-95.7% |
| Participant deferral / active EE | $32 | $3,144-99.0% | $4,417-99.3% | $4,651-99.3% |
| Admin fee / account holder | $10,613 | $575+1744.4% | $8,292+28.0% | $433+2351.6% |