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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $30,487 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,758 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,218 | $108,549-36.2% | $156,263-55.7% | $85,563-19.1% |
| Participation rate | 42.5% | 77.1%-34.6pp | 78.9%-36.4pp | 66.0%-23.5pp |
| Annual return | 16.22% | 21.79%-5.6pp | 59.47%-43.2pp | 31.51%-15.3pp |
| Employer contribution / active EE | $828 | $2,690-69.2% | $4,333-80.9% | $2,654-68.8% |
| Participant deferral / active EE | $1,482 | $4,800-69.1% | $6,158-75.9% | $4,375-66.1% |
| Admin fee / account holder | $271 | $650-58.3% | $14,255-98.1% | $834-67.5% |