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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,802 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $17,252 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $16,123 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED Service code 26 · EIN 82-1364595 | Advisory (Participants) | $7,705 |
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.
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 | $139,113 | $79,181+75.7% | $102,423+35.8% | $74,429+86.9% |
| Participation rate | 64.2% | 74.8%-10.6pp | 76.5%-12.3pp | 67.2%-3.1pp |
| Annual return | 11.36% | 54.97%-43.6pp | 29.42%-18.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $498 | $2,362-78.9% | $3,023-83.5% | $2,625-81.0% |
| Participant deferral / active EE | $3,413 | $4,416-22.7% | $5,054-32.5% | $4,348-21.5% |
| Admin fee / account holder | $492 | $2,002-75.4% | $9,455-94.8% | $1,944-74.7% |