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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,300 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $27,500 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,903 | $53,204-51.3% | $155,556-83.3% | $200,096-87.1% |
| Participation rate | 90.0% | 64.1%+25.9pp | 78.2%+11.8pp | 72.0%+18.0pp |
| Annual return | 11.76% | 41.02%-29.3pp | 64.84%-53.1pp | 34.26%-22.5pp |
| Employer contribution / active EE | $793 | $1,850-57.2% | $4,675-83.0% | $3,038-73.9% |
| Participant deferral / active EE | $2,984 | $3,163-5.7% | $5,631-47.0% | $5,090-41.4% |
| Admin fee / account holder | $115 | $186-38.2% | $15,885-99.3% | $269-57.4% |