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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PAFICIF COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $25,175 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $18,143 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,099 | $106,264-94.3% | $147,117-95.9% | $77,762-92.2% |
| Participation rate | 86.8% | 78.4%+8.4pp | 82.2%+4.7pp | 70.6%+16.2pp |
| Annual return | 11.32% | 56.94%-45.6pp | 420.54%-409.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $671 | $4,074-83.5% | $4,932-86.4% | $2,728-75.4% |
| Participant deferral / active EE | $1,157 | $8,003-85.5% | $8,065-85.7% | $4,651-75.1% |
| Admin fee / account holder | $69 | $334-79.5% | $12,993-99.5% | $433-84.2% |