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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $7,040 |
HEATHERINGTON & FIELDS2 years Service code 10 8905 S YALE AVE · TULSA, OK 74137 | Accounting | $3,521 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,355 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,770 | $111,608-69.7% | $177,848-81.0% | $73,412-54.0% |
| Participation rate | 14.5% | 87.9%-73.4pp | 87.7%-73.2pp | 72.2%-57.7pp |
| Annual return | 15.83% | 18.23%-2.4pp | 48.33%-32.5pp | 59.30%-43.5pp |
| Employer contribution / active EE | $73 | $3,796-98.1% | $5,919-98.8% | $2,234-96.7% |
| Participant deferral / active EE | $781 | $6,199-87.4% | $7,714-89.9% | $3,806-79.5% |
| Admin fee / account holder | $181 | $166+9.0% | $12,431-98.5% | $158+14.3% |