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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $117,743 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $48,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,454 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,396 | $99,314-72.4% | $97,260-71.8% | $99,314-72.4% |
| Participation rate | 17.3% | 71.7%-54.4pp | 72.7%-55.3pp | 71.7%-54.4pp |
| Annual return | 16.07% | 17.67%-1.6pp | 75.54%-59.5pp | 17.67%-1.6pp |
| Employer contribution / active EE | $503 | $3,264-84.6% | $2,721-81.5% | $3,264-84.6% |
| Participant deferral / active EE | $864 | $5,346-83.8% | $4,262-79.7% | $5,346-83.8% |
| Admin fee / account holder | $105 | $109-4.2% | $5,640-98.1% | $109-4.2% |