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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HERITAGE PENSION ADISORS Service code 15 · EIN 81-4903086 66 COMMACK RD. · COMMACK, NY 11725 | Recordkeeping | $10,006 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORK LLC Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,244 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,716 | $34,634-69.1% | $77,100-86.1% | $64,824-83.5% |
| Participation rate | 86.7% | 49.8%+36.9pp | 67.9%+18.8pp | 71.5%+15.2pp |
| Annual return | 43.86% | -5.31%+49.2pp | 42.35%+1.5pp | 32.84%+11.0pp |
| Employer contribution / active EE | $1,981 | $1,385+43.0% | $2,815-29.6% | $2,507-21.0% |
| Participant deferral / active EE | $3,791 | $2,553+48.5% | $4,430-14.4% | $4,311-12.1% |
| Admin fee / account holder | $25 | $178-85.9% | $5,443-99.5% | $188-86.7% |