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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,306 |
CETERA ADVISOR NETWORKS LLC3 years Service code 22 · EIN 95-3845382 | Insurance Broker | $19,903 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $1,422 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,943 | $73,102-75.5% | $123,549-85.5% | $56,287-68.1% |
| Participation rate | 86.2% | 74.3%+11.9pp | 82.3%+3.9pp | 69.9%+16.3pp |
| Annual return | -7.56% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $886 | $2,977-70.2% | $4,628-80.8% | $2,111-58.0% |
| Participant deferral / active EE | $5,327 | $5,423-1.8% | $6,426-17.1% | $3,350+59.0% |
| Admin fee / account holder | $129 | $554-76.7% | $9,284-98.6% | $521-75.2% |