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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 | $29,060 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,639 |
RUDD & COMPANY PLLC1+ years Service code 13 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 83403 | Contract Administrator | $11,828 |
WIPFLI LLP1+ years Service code 10 11 SCOTT STREET SUITE 400 · WAUSAU, WI 54403 | Accounting | $8,500 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,589 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,334 | $33,745+13.6% | $64,105-40.2% | $55,191-30.5% |
| Participation rate | 53.0% | 59.4%-6.4pp | 68.2%-15.2pp | 69.2%-16.2pp |
| Annual return | -0.73% | 4.95%-5.7pp | 791.24%-792.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $771 | $641+20.3% | $1,820-57.6% | $1,899-59.4% |
| Participant deferral / active EE | $1,418 | $1,929-26.5% | $2,822-49.7% | $3,046-53.4% |
| Admin fee / account holder | $156 | $94+65.1% | $4,499-96.5% | $91+71.6% |