Filed October 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $9,218 |
Filed as: CETERA INVESMENT ADVISERS LLC Service code 99 | Other Fees | $9,218 |
RETIREMENT BENEFIT SOLUTIONS5 years Service code 49 | Other Services | $3,890 |
PELICAN INVESTMENT ADVISORS, LLC1 year Service code 99 | Other Fees | $1,841 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $1,125 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $0 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,912 | $128,603-65.9% | $197,124-77.7% | $67,986-35.4% |
| Participation rate | 88.7% | 81.7%+7.1pp | 86.7%+2.0pp | 57.2%+31.5pp |
| Annual return | 14.97% | 23.77%-8.8pp | 44.34%-29.4pp | 31.67%-16.7pp |
| Employer contribution / active EE | $421 | $4,379-90.4% | $6,227-93.2% | $2,019-79.1% |
| Participant deferral / active EE | $4,956 | $6,840-27.5% | $9,135-45.7% | $3,358+47.6% |
| Admin fee / account holder | $105 | $3,035-96.5% | $16,298-99.4% | $3,203-96.7% |