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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,116 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,155 | $92,186-73.8% | $105,624-77.1% | $77,762-68.9% |
| Participation rate | 61.1% | 81.0%-19.9pp | 75.3%-14.1pp | 70.6%-9.4pp |
| Annual return | 37.20% | 17.83%+19.4pp | 116.20%-79.0pp | 31.27%+5.9pp |
| Employer contribution / active EE | $1,847 | $3,376-45.3% | $3,168-41.7% | $2,728-32.3% |
| Participant deferral / active EE | $3,546 | $5,395-34.3% | $5,013-29.3% | $4,651-23.8% |
| Admin fee / account holder | $59 | $219-73.1% | $10,961-99.5% | $433-86.4% |