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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $16,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,578 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,811 | $26,549+23.6% | $61,452-46.6% | $66,938-51.0% |
| Participation rate | 73.2% | 38.1%+35.1pp | 52.6%+20.6pp | 69.8%+3.3pp |
| Annual return | -17.39% | -16.21%-1.2pp | 338.96%-356.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,010 | $651+208.5% | $1,160+73.3% | $2,545-21.0% |
| Participant deferral / active EE | $3,779 | $1,338+182.4% | $2,125+77.9% | $4,238-10.8% |
| Admin fee / account holder | $175 | $409-57.2% | $2,131-91.8% | $594-70.6% |