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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $15,853 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $11,066 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $8,842 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,659 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE 600 · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,430 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,982 | $88,203-61.5% | $165,100-79.4% | $74,478-54.4% |
| Participation rate | 95.4% | 73.1%+22.3pp | 78.6%+16.8pp | 67.2%+28.2pp |
| Annual return | 16.18% | 17.13%-1.0pp | 70.21%-54.0pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $3,665 | $2,601+40.9% | $4,348-15.7% | $2,626+39.5% |
| Participant deferral / active EE | $3,482 | $4,505-22.7% | $6,035-42.3% | $4,350-20.0% |
| Admin fee / account holder | $225 | $2,235-89.9% | $12,696-98.2% | $1,946-88.4% |