Filed December 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,104 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $25,252 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 | Contract Administrator | $5,375 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,645 | $64,176+16.3% | $112,249-33.5% | $66,938+11.5% |
| Participation rate | 55.0% | 68.4%-13.5pp | 75.1%-20.1pp | 69.8%-14.8pp |
| Annual return | -15.27% | -13.80%-1.5pp | 27.48%-42.8pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,127 | $3,007-29.3% | $3,636-41.5% | $2,545-16.4% |
| Participant deferral / active EE | $4,309 | $3,694+16.7% | $4,729-8.9% | $4,238+1.7% |
| Admin fee / account holder | $472 | $626-24.7% | $6,412-92.6% | $594-20.6% |