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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $100,329 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $48,951 |
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 | $25,126 | $46,332-45.8% | $143,797-82.5% | $64,824-61.2% |
| Participation rate | 86.5% | 64.2%+22.2pp | 80.3%+6.1pp | 71.5%+15.0pp |
| Annual return | 8.43% | -10.05%+18.5pp | -0.04%+8.5pp | 32.84%-24.4pp |
| Employer contribution / active EE | $1,249 | $1,911-34.6% | $4,952-74.8% | $2,507-50.2% |
| Participant deferral / active EE | $3,301 | $2,647+24.7% | $5,638-41.5% | $4,311-23.4% |
| Admin fee / account holder | $181 | $154+17.6% | $14,679-98.8% | $188-3.7% |