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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 | $24,430 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORK LLC Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $21,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,000 | $40,278-47.9% | $80,648-74.0% | $80,169-73.8% |
| Participation rate | 79.2% | 47.5%+31.6pp | 67.0%+12.1pp | 72.9%+6.2pp |
| Annual return | 101.21% | 50.86%+50.3pp | 937.21%-836.0pp | 40.39%+60.8pp |
| Employer contribution / active EE | $2,428 | $1,332+82.2% | $2,724-10.8% | $2,978-18.5% |
| Participant deferral / active EE | $4,835 | $2,696+79.4% | $4,443+8.8% | $5,016-3.6% |
| Admin fee / account holder | $45 | $210-78.8% | $5,382-99.2% | $145-69.2% |