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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,810 |
Filed as: CETERA INVESTMENT ADVISORS Service code 26 · EIN 36-3258176 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $14,039 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,790 | $47,105-38.9% | $68,368-57.9% | $67,986-57.7% |
| Participation rate | 92.4% | 51.8%+40.6pp | 73.8%+18.7pp | 57.2%+35.2pp |
| Annual return | 14.13% | 48.37%-34.2pp | 292.57%-278.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $2,058 | $1,859+10.7% | $2,649-22.3% | $2,019+1.9% |
| Participant deferral / active EE | $2,327 | $2,374-2.0% | $4,123-43.5% | $3,358-30.7% |
| Admin fee / account holder | $151 | $2,435-93.8% | $5,150-97.1% | $3,203-95.3% |