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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $126,239 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $69,509 |
Service code 50 · EIN 36-3429599 | Direct Payment | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,957 | $47,180-28.0% | $149,723-77.3% | $74,473-54.4% |
| Participation rate | 88.5% | 63.4%+25.1pp | 78.8%+9.7pp | 70.7%+17.7pp |
| Annual return | 20.46% | 22.75%-2.3pp | 134.50%-114.0pp | 34.36%-13.9pp |
| Employer contribution / active EE | $1,935 | $1,907+1.5% | $4,821-59.9% | $2,638-26.7% |
| Participant deferral / active EE | $4,671 | $2,730+71.1% | $5,682-17.8% | $4,530+3.1% |
| Admin fee / account holder | $247 | $343-27.9% | $13,215-98.1% | $347-28.7% |