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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS, LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $45,844 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,690 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD, STE 101 · MIDLOTHIAN, VA 23113 | Contract Administrator | $3,835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,375 | $110,483-16.4% | $145,433-36.5% | $79,634+16.0% |
| Participation rate | 94.7% | 71.1%+23.6pp | 82.1%+12.6pp | 62.5%+32.2pp |
| Annual return | 21.57% | 24.62%-3.1pp | 66.58%-45.0pp | 36.46%-14.9pp |
| Employer contribution / active EE | $3,311 | $4,053-18.3% | $4,554-27.3% | $2,529+30.9% |
| Participant deferral / active EE | $8,204 | $7,216+13.7% | $7,897+3.9% | $3,835+114.0% |
| Admin fee / account holder | $178 | $680-73.8% | $13,129-98.6% | $1,002-82.2% |