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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $67,336 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,563 |
EDBERG & PERRY INC3 years Filed as: EDBERG PERRY, LLC Service code 13 · EIN 86-0738258 | Contract Administrator | $21,855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,976 | $65,092-0.2% | $143,799-54.8% | $66,938-2.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.98% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,532 | $2,362-35.1% | $4,952-69.1% | $2,545-39.8% |
| Participant deferral / active EE | $6,018 | $2,920+106.1% | $5,638+6.7% | $4,238+42.0% |
| Admin fee / account holder | $447 | $502-11.0% | $14,677-97.0% | $594-24.6% |