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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $76,043 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $9,361 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,119 | $69,159-69.5% | $125,195-83.1% | $67,582-68.7% |
| Participation rate | 74.9% | 78.2%-3.3pp | 79.8%-4.9pp | 71.3%+3.6pp |
| Annual return | 25.81% | 27.12%-1.3pp | 43.79%-18.0pp | 378.57%-352.8pp |
| Employer contribution / active EE | $45 | $2,023-97.8% | $3,866-98.8% | $2,148-97.9% |
| Participant deferral / active EE | $2,382 | $3,700-35.6% | $4,937-51.8% | $3,539-32.7% |
| Admin fee / account holder | $173 | $142+21.9% | $9,704-98.2% | $142+21.5% |