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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,211 |
Filed as: CETERA ADVISORS LLC Service code 49 · EIN 84-0858799 | Other Services | $15,808 |
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 | $47,917 | $50,637-5.4% | $86,582-44.7% | $62,293-23.1% |
| Participation rate | 97.3% | 67.9%+29.5pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 15.58% | 20.80%-5.2pp | 965.08%-949.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,202 | $2,075+6.1% | $2,839-22.5% | $2,042+7.8% |
| Participant deferral / active EE | $3,553 | $2,611+36.1% | $3,609-1.5% | $3,169+12.1% |
| Admin fee / account holder | $202 | $413-51.2% | $4,904-95.9% | $479-57.9% |