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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC9+ years Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $55,152 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,338 |
MARINER LLC6 years Filed as: MARINER WEALTH ADVISORS Service code 64 4200 E SELLY DRIVE · TULSA, OK 74135 | Recordkeeping Fees | $34,131 |
PASI, LLC9+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $14,622 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,418 |
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 | $138,209 | $61,356+125.3% | $149,696-7.7% | $71,511+93.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.32% | 35.86%-18.5pp | 134.46%-117.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $7,480 | $2,382+214.1% | $4,821+55.2% | $2,589+188.9% |
| Participant deferral / active EE | $6,571 | $2,920+125.1% | $5,682+15.6% | $4,291+53.1% |
| Admin fee / account holder | $516 | $1,263-59.1% | $13,212-96.1% | $1,588-67.5% |