Filed March 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,742 |
Filed as: CETERA INVESTMENT ADVISORS Service code 16 · EIN 36-3258176 | Consulting | $11,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,816 | $69,763-65.9% | $67,502-64.7% | $74,495-68.0% |
| Participation rate | 63.6% | 71.4%-7.7pp | 72.9%-9.2pp | 67.2%-3.6pp |
| Annual return | 20.70% | -40.34%+61.0pp | 3512.12%-3491.4pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $561 | $2,704-79.2% | $2,731-79.5% | $2,623-78.6% |
| Participant deferral / active EE | $1,238 | $3,636-65.9% | $4,000-69.0% | $4,346-71.5% |
| Admin fee / account holder | $1 | $896-99.8% | $3,998-100.0% | $1,942-99.9% |