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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,387 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISOR NETWORKS Service code 49 US HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,473 | $59,054-41.6% | $97,197-64.5% | $77,714-55.6% |
| Participation rate | 79.9% | 67.9%+12.0pp | 72.7%+7.2pp | 70.6%+9.3pp |
| Annual return | 11.01% | 16.96%-6.0pp | 75.47%-64.5pp | 31.26%-20.2pp |
| Employer contribution / active EE | $5,428 | $1,742+211.6% | $2,723+99.3% | $2,727+99.1% |
| Participant deferral / active EE | $3,345 | $3,930-14.9% | $4,263-21.5% | $4,649-28.0% |
| Admin fee / account holder | $17 | $346-95.0% | $5,637-99.7% | $433-96.0% |