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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 27 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $70,135 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,683 |
Filed as: CALIFORNIA RETIREMENT PLANS INC. Service code 13 590 LENNON LANE SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $13,775 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,703 |
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 | $123,237 | $55,449+122.3% | $83,850+47.0% | $56,287+118.9% |
| Participation rate | 81.9% | 68.0%+13.9pp | 76.1%+5.7pp | 69.9%+12.0pp |
| Annual return | -4.27% | -1.38%-2.9pp | 850.92%-855.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,956 | $2,430+62.8% | $3,631+9.0% | $2,111+87.4% |
| Participant deferral / active EE | $9,153 | $2,935+211.8% | $4,082+124.3% | $3,350+173.3% |
| Admin fee / account holder | $303 | $656-53.8% | $5,478-94.5% | $521-41.8% |