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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 61 · EIN 95-3845382 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,038 | $75,388-58.8% | $123,552-74.9% | $55,725-44.3% |
| Participation rate | 46.5% | 75.7%-29.2pp | 82.3%-35.8pp | 70.9%-24.4pp |
| Annual return | -2.34% | 4.48%-6.8pp | 119.20%-121.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,763 | $5,651-51.1% | $6,426-57.0% | $3,356-17.6% |
| Admin fee / account holder | $10 | $120-91.8% | $9,285-99.9% | $115-91.5% |