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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 27 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $54,742 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,972 |
Filed as: CALIFORNIA RETIREMENT PLANS INC. Service code 13 590 LENNON LANE SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $13,225 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,690 | $58,726+190.7% | $92,240+85.0% | $62,293+174.0% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.5%-3.3pp | 69.5%+3.6pp |
| Annual return | 20.33% | 43.62%-23.3pp | 176.29%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $3,819 | $2,392+59.7% | $3,680+3.8% | $2,042+87.0% |
| Participant deferral / active EE | $8,901 | $2,766+221.9% | $3,897+128.4% | $3,169+180.9% |
| Admin fee / account holder | $454 | $556-18.4% | $5,194-91.3% | $479-5.2% |