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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $25,537 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 41-0418150 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,299 |
PRACTICAL AUDIT SOLUTIONS3 years Service code 99 · EIN 84-4115369 PO BOX 3036 · LAWTON, OK 73502 | Other Fees | $9,200 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,764 |
PASI, LLC3 years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $7,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,125 | $64,176-32.8% | $112,249-61.6% | $66,938-35.6% |
| Participation rate | 70.1% | 68.4%+1.6pp | 75.1%-5.0pp | 69.8%+0.2pp |
| Annual return | -11.55% | -13.80%+2.2pp | 27.48%-39.0pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,062 | $3,007-64.7% | $3,636-70.8% | $2,545-58.3% |
| Participant deferral / active EE | $3,119 | $3,694-15.5% | $4,729-34.0% | $4,238-26.4% |
| Admin fee / account holder | $390 | $626-37.7% | $6,412-93.9% | $594-34.3% |