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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 61 · EIN 95-3845382 | Finders' fees / placement fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,781 | $51,466+2.6% | $78,778-33.0% | $62,293-15.3% |
| Participation rate | 85.2% | 59.8%+25.4pp | 69.2%+16.0pp | 69.5%+15.7pp |
| Annual return | 18.97% | 19.96%-1.0pp | 35.62%-16.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $665 | $827-19.7% | $1,986-66.5% | $2,042-67.5% |
| Participant deferral / active EE | $2,227 | $2,147+3.7% | $2,958-24.7% | $3,169-29.7% |
| Admin fee / account holder | $11 | $489-97.7% | $5,134-99.8% | $479-97.6% |