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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $33,802 |
PASI, LLC5+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $29,135 |
CETERA ADVISOR NETWORKS LLC3 years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $19,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,347 | $46,423-77.7% | $75,894-86.4% | $67,579-84.7% |
| Participation rate | 52.2% | 63.1%-10.9pp | 69.3%-17.1pp | 71.3%-19.1pp |
| Annual return | 17.02% | 32.29%-15.3pp | 30.76%-13.7pp | 378.56%-361.5pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,688 | $2,564-34.2% | $3,603-53.2% | $3,539-52.3% |
| Admin fee / account holder | $150 | $132+13.7% | $5,420-97.2% | $142+5.3% |