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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Service code 53 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Insurance Commissions | $19,558 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 805 S WHEATLEY ST · RIDGELAND, MS 39157 | Recordkeeping | $3,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $8,930 | $37,245-76.0% | $94,993-90.6% | $77,958-88.5% |
| Participation rate | 17.0% | 56.5%-39.4pp | 73.9%-56.9pp | 71.6%-54.6pp |
| Annual return | 28.64% | 22.72%+5.9pp | 27.14%+1.5pp | 20.87%+7.8pp |
| Employer contribution / active EE | $354 | $894-60.4% | $2,603-86.4% | $2,310-84.7% |
| Participant deferral / active EE | $521 | $1,828-71.5% | $3,317-84.3% | $3,537-85.3% |
| Admin fee / account holder | $12 | $59-79.9% | $4,960-99.8% | $97-87.8% |