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 | $122,128-57.0% | $147,117-64.3% | $200,096-73.8% |
| Participation rate | 99.2% | 78.2%+21.0pp | 82.2%+17.0pp | 72.0%+27.2pp |
| Annual return | 22.49% | 30.58%-8.1pp | 420.54%-398.0pp | 34.26%-11.8pp |
| Employer contribution / active EE | $6,657 | $4,093+62.7% | $4,932+35.0% | $3,038+119.2% |
| Participant deferral / active EE | $7,892 | $8,484-7.0% | $8,065-2.1% | $5,090+55.1% |
| Admin fee / account holder | $122 | $180-32.0% | $12,993-99.1% | $269-54.7% |