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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,900 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $32,377 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,265 | $42,367+9.2% | $79,583-41.9% | $64,824-28.6% |
| Participation rate | 53.7% | 64.7%-11.0pp | 69.5%-15.8pp | 71.5%-17.8pp |
| Annual return | 2.31% | -12.24%+14.5pp | 0.16%+2.1pp | 32.84%-30.5pp |
| Employer contribution / active EE | $2 | $1,181-99.8% | $2,414-99.9% | $2,507-99.9% |
| Participant deferral / active EE | $1,523 | $3,168-51.9% | $3,986-61.8% | $4,311-64.7% |
| Admin fee / account holder | $292 | $160+83.1% | $6,835-95.7% | $188+55.6% |