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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC10+ years Service code 27 2301 ROSECRANS AVE., · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $54,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,596 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,049 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $12,208 |
PASI, LLC10+ years Filed as: PASI LLC Service code 13 | Contract Administrator | $10,000 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $8,384 |
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 | $111,456 | $50,919+118.9% | $155,556-28.3% | $77,762+43.3% |
| Participation rate | 96.9% | 63.1%+33.8pp | 78.2%+18.6pp | 70.6%+26.3pp |
| Annual return | 16.02% | 34.84%-18.8pp | 64.84%-48.8pp | 31.27%-15.2pp |
| Employer contribution / active EE | $4,943 | $1,991+148.2% | $4,675+5.7% | $2,728+81.2% |
| Participant deferral / active EE | $4,656 | $2,824+64.8% | $5,631-17.3% | $4,651+0.1% |
| Admin fee / account holder | $346 | $437-20.8% | $15,885-97.8% | $433-20.1% |