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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,746 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS (F.K.A./FI Service code 49 4225 MALSBARY RD STE 100 · CINCINNATI, OH 45242 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,210 | $33,745-60.9% | $64,105-79.4% | $55,191-76.1% |
| Participation rate | 73.9% | 59.4%+14.5pp | 68.2%+5.7pp | 69.2%+4.7pp |
| Annual return | -2.23% | 4.95%-7.2pp | 791.24%-793.5pp | 10.78%-13.0pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,785 | $1,929-7.5% | $2,822-36.7% | $3,046-41.4% |
| Admin fee / account holder | $16 | $94-82.9% | $4,499-99.6% | $91-82.3% |