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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $89,297 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,669 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,332 | $50,860-20.7% | $155,574-74.1% | $77,714-48.1% |
| Participation rate | 84.7% | 63.1%+21.5pp | 78.2%+6.5pp | 70.6%+14.1pp |
| Annual return | 14.18% | 34.86%-20.7pp | 64.87%-50.7pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,714 | $1,991-13.9% | $4,676-63.4% | $2,727-37.2% |
| Participant deferral / active EE | $4,654 | $2,825+64.8% | $5,629-17.3% | $4,649+0.1% |
| Admin fee / account holder | $213 | $436-51.3% | $15,914-98.7% | $433-50.9% |