Filed March 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,661 |
Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $75,079 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,454 | $122,219-57.1% | $147,096-64.3% | $199,921-73.8% |
| Participation rate | 99.2% | 78.3%+20.9pp | 82.2%+17.0pp | 72.0%+27.2pp |
| Annual return | 22.49% | 30.59%-8.1pp | 419.75%-397.3pp | 34.28%-11.8pp |
| Employer contribution / active EE | $6,657 | $4,096+62.5% | $4,936+34.9% | $3,035+119.3% |
| Participant deferral / active EE | $7,892 | $8,503-7.2% | $8,071-2.2% | $5,089+55.1% |
| Admin fee / account holder | $122 | $179-31.8% | $13,005-99.1% | $269-54.6% |