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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,264 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,351 | $86,341-81.1% | $125,192-86.9% | $65,185-74.9% |
| Participation rate | 82.4% | 75.3%+7.0pp | 79.8%+2.6pp | 70.2%+12.2pp |
| Annual return | 22.07% | 27.44%-5.4pp | 43.79%-21.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,818 | $3,538-20.4% | $4,937-42.9% | $3,514-19.8% |
| Admin fee / account holder | $211 | $609-65.4% | $9,704-97.8% | $847-75.1% |