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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,322 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA ADVISORS, LLC Service code 27 | Advisory (Plan) | $26,091 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION, LLC Service code 13 | Contract Administrator | $4,651 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 15 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Recordkeeping | $2,967 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS Service code 27 · EIN 84-0858799 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,631 | $82,678-29.1% | $125,391-53.2% | $68,490-14.4% |
| Participation rate | 81.4% | 75.1%+6.4pp | 82.4%-0.9pp | 67.9%+13.5pp |
| Annual return | -22.05% | -5.97%-16.1pp | 572.41%-594.5pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,434 | $3,382-57.6% | $4,816-70.2% | $2,597-44.8% |
| Participant deferral / active EE | $4,956 | $6,111-18.9% | $7,448-33.5% | $4,028+23.0% |
| Admin fee / account holder | $259 | $6,277-95.9% | $10,009-97.4% | $5,403-95.2% |