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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,970 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $26,118 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,464 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,793 | $50,150-52.6% | $149,723-84.1% | $80,169-70.3% |
| Participation rate | 97.9% | 64.3%+33.6pp | 78.8%+19.1pp | 72.9%+24.9pp |
| Annual return | 16.13% | 29.80%-13.7pp | 134.50%-118.4pp | 40.39%-24.3pp |
| Employer contribution / active EE | $973 | $1,868-47.9% | $4,821-79.8% | $2,978-67.3% |
| Participant deferral / active EE | $3,084 | $3,195-3.5% | $5,682-45.7% | $5,016-38.5% |
| Admin fee / account holder | $103 | $153-32.5% | $13,215-99.2% | $145-28.9% |