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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $11,801 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,181 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $4,326 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,109 | $65,092-73.7% | $143,799-88.1% | $66,938-74.4% |
| Participation rate | 96.8% | 65.2%+31.6pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -17.69% | -11.14%-6.6pp | -0.04%-17.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,777 | $2,362-24.8% | $4,952-64.1% | $2,545-30.2% |
| Participant deferral / active EE | $2,229 | $2,920-23.7% | $5,638-60.5% | $4,238-47.4% |
| Admin fee / account holder | $94 | $502-81.2% | $14,677-99.4% | $594-84.1% |