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 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,912 | $132,049-66.7% | $200,582-78.1% | $74,304-40.9% |
| Participation rate | 88.7% | 84.1%+4.7pp | 86.9%+1.9pp | 60.3%+28.4pp |
| Annual return | 14.97% | 22.22%-7.2pp | 42.33%-27.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $421 | $4,558-90.8% | $6,419-93.4% | $2,241-81.2% |
| Participant deferral / active EE | $4,956 | $7,213-31.3% | $9,331-46.9% | $3,767+31.5% |
| Admin fee / account holder | $105 | $2,405-95.6% | $16,305-99.4% | $2,969-96.5% |