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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 28 · EIN 95-3845382 | Investment Management | $49,636 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C MILLER & CO INC Service code 13 · EIN 35-1820020 | Contract Administrator | $40,288 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 | Accounting | $20,066 |
HARTNETT REYES-JONES, LLC2+ years Filed as: HARTNETT, GLADNEY, HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $9,576 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,966 | $60,545-62.1% | $92,239-75.1% | $69,631-67.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 17.58% | 19.71%-2.1pp | 176.29%-158.7pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $4,632 | $2,633+75.9% | $3,680+25.9% | $2,032+127.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $78 | $145-46.3% | $5,194-98.5% | $110-29.5% |