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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 53 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Insurance Commissions | $10,497 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 805 S WHEATLEY ST · RIDGELAND, MS 39157 | Recordkeeping | $1,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,421 | $32,913-62.3% | $80,004-84.5% | $59,188-79.0% |
| Participation rate | 13.0% | 56.9%-43.8pp | 73.0%-60.0pp | 69.4%-56.4pp |
| Annual return | -3.12% | 1.16%-4.3pp | 7.63%-10.8pp | 5.51%-8.6pp |
| Employer contribution / active EE | $323 | $789-59.1% | $2,473-86.9% | $2,098-84.6% |
| Participant deferral / active EE | $463 | $1,686-72.6% | $3,204-85.6% | $3,265-85.8% |
| Admin fee / account holder | $20 | $40-50.7% | $5,033-99.6% | $92-78.6% |