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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $45,587 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $9,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,397 | $81,301-55.2% | $76,119-52.2% | $199,960-81.8% |
| Participation rate | 29.4% | 70.1%-40.7pp | 69.1%-39.7pp | 72.0%-42.6pp |
| Annual return | 16.54% | 16.31%+0.2pp | 361.25%-344.7pp | 34.28%-17.7pp |
| Employer contribution / active EE | $691 | $3,352-79.4% | $2,693-74.3% | $3,036-77.2% |
| Participant deferral / active EE | $1,357 | $4,721-71.3% | $4,259-68.1% | $5,087-73.3% |
| Admin fee / account holder | $94 | $145-35.5% | $6,421-98.5% | $269-65.3% |