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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,467 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $19,704 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,282 | $52,293-55.5% | $178,503-87.0% | $73,412-68.3% |
| Participation rate | 81.2% | 65.3%+15.9pp | 81.9%-0.7pp | 72.2%+9.0pp |
| Annual return | 81.05% | 34.75%+46.3pp | 151.12%-70.1pp | 59.30%+21.8pp |
| Employer contribution / active EE | $1,263 | $1,736-27.3% | $5,011-74.8% | $2,234-43.5% |
| Participant deferral / active EE | $3,615 | $2,333+54.9% | $5,202-30.5% | $3,806-5.0% |
| Admin fee / account holder | $196 | $127+54.0% | $13,987-98.6% | $158+24.2% |