Filed April 30, 2018 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENTS ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $27,378 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,843 |
ASCENSUS LLC5 years Service code 13 · EIN 11-3665754 | Contract Administrator | $750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,581 | $101,499-21.6% | $147,005-45.9% | $74,546+6.8% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 16.45% | 8732.34%-8715.9pp | 418.76%-402.3pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $2,106 | $3,811-44.7% | $4,934-57.3% | $2,624-19.7% |
| Participant deferral / active EE | $6,503 | $7,304-11.0% | $8,070-19.4% | $4,347+49.6% |
| Admin fee / account holder | $232 | $1,748-86.7% | $13,006-98.2% | $1,944-88.0% |