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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $15,077 |
Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $12,776 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,914 | $101,499+0.4% | $147,005-30.7% | $74,546+36.7% |
| Participation rate | 51.6% | 75.5%-24.0pp | 82.2%-30.6pp | 67.2%-15.7pp |
| Annual return | 25.07% | 8732.34%-8707.3pp | 418.76%-393.7pp | 1366.03%-1341.0pp |
| Employer contribution / active EE | $1,675 | $3,811-56.0% | $4,934-66.0% | $2,624-36.2% |
| Participant deferral / active EE | $4,379 | $7,304-40.1% | $8,070-45.7% | $4,347+0.7% |
| Admin fee / account holder | $241 | $1,748-86.2% | $13,006-98.1% | $1,944-87.6% |