Filed August 1, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $27,635 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,175 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,974 |
PASI, LLC3 years Service code 13 | Contract Administrator | $4,054 |
PASI, LLC4 years Filed as: PASI Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $2,755 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,251 | $122,239-53.2% | $184,203-68.9% | $74,495-23.1% |
| Participation rate | 77.2% | 85.5%-8.3pp | 86.8%-9.7pp | 67.2%+10.0pp |
| Annual return | 10.72% | 19.95%-9.2pp | 28.81%-18.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,665 | $4,537-63.3% | $6,427-74.1% | $2,623-36.5% |
| Participant deferral / active EE | $2,788 | $7,139-60.9% | $9,131-69.5% | $4,346-35.8% |
| Admin fee / account holder | $387 | $1,260-69.3% | $13,901-97.2% | $1,942-80.1% |