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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,719 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $7,269 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,443 | $91,559-79.9% | $133,971-86.2% | $79,852-76.9% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 17.07% | 61.85%-44.8pp | 45.09%-28.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,065 | $3,734-17.9% | $5,047-39.3% | $3,740-18.1% |
| Admin fee / account holder | $159 | $6,321-97.5% | $8,929-98.2% | $5,306-97.0% |