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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,776 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $36,925 |
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 | $30,231 | $56,540-46.5% | $185,851-83.7% | $86,821-65.2% |
| Participation rate | 88.2% | 65.5%+22.6pp | 81.7%+6.5pp | 72.3%+15.9pp |
| Annual return | 82.59% | 118.20%-35.6pp | 122.11%-39.5pp | 97.94%-15.4pp |
| Employer contribution / active EE | $1,305 | $1,844-29.2% | $5,168-74.7% | $2,406-45.7% |
| Participant deferral / active EE | $3,373 | $2,555+32.0% | $5,569-39.4% | $4,132-18.4% |
| Admin fee / account holder | $194 | $150+29.7% | $16,245-98.8% | $170+14.5% |