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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 49 · EIN 95-3845382 | Other Services | $10,996 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,080 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,373 | $55,470-27.2% | $155,556-74.0% | $74,478-45.8% |
| Participation rate | 40.1% | 61.9%-21.8pp | 78.2%-38.1pp | 67.2%-27.1pp |
| Annual return | 14.05% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $240 | $2,267-89.4% | $4,675-94.9% | $2,626-90.8% |
| Participant deferral / active EE | $1,462 | $2,838-48.5% | $5,631-74.0% | $4,350-66.4% |
| Admin fee / account holder | $46 | $1,744-97.4% | $15,885-99.7% | $1,946-97.6% |