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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 | Advisory (Plan) | $0 |
Service code 15 · EIN 91-0988389 | Recordkeeping | $0 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,084 | $54,368+67.5% | $117,039-22.2% | $62,293+46.2% |
| Participation rate | 31.1% | 64.9%-33.9pp | 77.2%-46.1pp | 69.5%-38.5pp |
| Annual return | 20.90% | 21.77%-0.9pp | 18.95%+2.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $968 | $2,269-57.3% | $3,929-75.4% | $3,169-69.5% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |