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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,489 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $16,934 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,006 | $100,773-79.2% | $88,946-76.4% | $142,382-85.2% |
| Participation rate | 85.0% | 74.3%+10.7pp | 68.8%+16.2pp | 80.1%+4.9pp |
| Annual return | -0.39% | 70.18%-70.6pp | 57.82%-58.2pp | 217.08%-217.5pp |
| Employer contribution / active EE | $2,655 | $2,918-9.0% | $2,555+3.9% | $4,299-38.2% |
| Participant deferral / active EE | $20,171 | $5,230+285.7% | $4,581+340.3% | $6,507+210.0% |
| Admin fee / account holder | $209 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |