Filed August 1, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $14,166 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,139 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,417 |
Filed as: CETERA INVESTMENT ADVISERS Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $10,711 |
PASI, LLC2 years Service code 13 | Contract Administrator | $3,554 |
PASI, LLC3 years Filed as: PASI Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $1,733 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,322 | $130,194-59.0% | $169,993-68.6% | $71,457-25.4% |
| Participation rate | 73.3% | 86.1%-12.8pp | 87.0%-13.7pp | 67.9%+5.4pp |
| Annual return | 15.57% | 20.37%-4.8pp | 53.37%-37.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,529 | $4,381-65.1% | $6,785-77.5% | $2,588-40.9% |
| Participant deferral / active EE | $2,559 | $6,923-63.0% | $10,408-75.4% | $4,289-40.3% |
| Admin fee / account holder | $344 | $966-64.4% | $12,815-97.3% | $1,587-78.3% |