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| Provider | Service type | Compensation |
|---|---|---|
HPG1+ years Service code 10 · EIN 56-1415202 | Accounting | $10,162 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 61 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Finders' fees / placement fees | $0 |
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.
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 | $29,143 | $88,324-67.0% | $115,038-74.7% | $55,191-47.2% |
| Participation rate | 55.0% | 72.5%-17.5pp | 81.4%-26.4pp | 69.2%-14.2pp |
| Annual return | -0.44% | 6.30%-6.7pp | 26.14%-26.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $96 | $2,805-96.6% | $4,608-97.9% | $1,899-94.9% |
| Participant deferral / active EE | $1,914 | $5,042-62.0% | $6,026-68.2% | $3,046-37.2% |
| Admin fee / account holder | $52 | $105-50.9% | $8,175-99.4% | $91-43.1% |