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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,229 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS (F.K.A./FI Service code 49 4 VILLAGE PARK DR STE 170 · GROVE CITY, PA 16127 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,506 | $57,096+13.0% | $94,224-31.5% | $55,191+16.9% |
| Participation rate | 83.6% | 75.7%+7.9pp | 78.8%+4.8pp | 69.2%+14.4pp |
| Annual return | -1.49% | 159.65%-161.1pp | 10.68%-12.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,073 | $1,708-37.2% | $3,587-70.1% | $1,899-43.5% |
| Participant deferral / active EE | $2,644 | $3,165-16.4% | $4,320-38.8% | $3,046-13.2% |
| Admin fee / account holder | $15 | $89-83.6% | $6,269-99.8% | $91-83.9% |