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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $5,985 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,905 |
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $1,504 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $635 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $581 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,147 | $73,532-86.2% | $178,505-94.3% | $74,478-86.4% |
| Participation rate | 74.5% | 66.6%+8.0pp | 77.1%-2.6pp | 67.2%+7.3pp |
| Annual return | 11.81% | 17.49%-5.7pp | 27.16%-15.3pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $831 | $2,221-62.6% | $3,955-79.0% | $2,626-68.4% |
| Participant deferral / active EE | $2,147 | $4,519-52.5% | $6,280-65.8% | $4,350-50.6% |
| Admin fee / account holder | $65 | $1,813-96.4% | $10,428-99.4% | $1,946-96.7% |