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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS LLC Service code 55 200 N SEPULVEDA STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $21,468 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,883 | $68,413-63.6% | $123,105-79.8% | $55,191-54.9% |
| Participation rate | 42.2% | 84.5%-42.4pp | 86.8%-44.6pp | 69.2%-27.0pp |
| Annual return | 1.74% | 6.30%-4.6pp | 13.22%-11.5pp | 10.78%-9.0pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,544 | $4,490-43.3% | $6,229-59.2% | $3,046-16.5% |
| Admin fee / account holder | $5 | $88-94.8% | $9,014-99.9% | $91-94.9% |