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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,770 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $9,185 |
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 | $14,088 | $81,870-82.8% | $119,622-88.2% | $68,486-79.4% |
| Participation rate | 83.5% | 71.9%+11.6pp | 79.3%+4.2pp | 67.9%+15.6pp |
| Annual return | -19.93% | -23.82%+3.9pp | -14.98%-4.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,665 | $4,148-35.8% | $5,601-52.4% | $4,028-33.8% |
| Admin fee / account holder | $155 | $6,583-97.6% | $10,328-98.5% | $5,404-97.1% |