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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $10,487 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,686 | $58,311-62.8% | $81,882-73.5% | $80,959-73.2% |
| Participation rate | 24.5% | 63.5%-39.0pp | 72.4%-47.9pp | 67.7%-43.2pp |
| Annual return | 9.56% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $648 | $2,347-72.4% | $2,916-77.8% | $2,757-76.5% |
| Participant deferral / active EE | $1,026 | $3,287-68.8% | $4,323-76.3% | $4,300-76.1% |
| Admin fee / account holder | $102 | $4,752-97.9% | $7,360-98.6% | $6,925-98.5% |