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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $54,054 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,660 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $17,949 |
EDBERG & PERRY INC4 years Filed as: EDBERG PERRY, LLC Service code 13 · EIN 83-2658560 | Contract Administrator | $15,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,363 | $61,356+40.8% | $149,696-42.3% | $71,511+20.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.61% | 35.86%-15.2pp | 134.46%-113.8pp | 28.86%-8.2pp |
| Employer contribution / active EE | $3,814 | $2,382+60.2% | $4,821-20.9% | $2,589+47.3% |
| Participant deferral / active EE | $6,468 | $2,920+121.6% | $5,682+13.8% | $4,291+50.8% |
| Admin fee / account holder | $469 | $1,263-62.9% | $13,212-96.5% | $1,588-70.5% |