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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 49 · EIN 95-3845382 | Other Services | $9,337 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,635 | $61,338-46.8% | $149,717-78.2% | $71,495-54.4% |
| Participation rate | 42.5% | 62.5%-20.1pp | 78.8%-36.3pp | 67.9%-25.5pp |
| Annual return | 17.66% | 35.86%-18.2pp | 134.41%-116.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $217 | $2,381-90.9% | $4,820-95.5% | $2,589-91.6% |
| Participant deferral / active EE | $1,667 | $2,919-42.9% | $5,682-70.7% | $4,291-61.1% |
| Admin fee / account holder | $37 | $1,263-97.1% | $13,213-99.7% | $1,588-97.7% |