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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,603 |
KEMPER CPA GROUP LLP1 year Filed as: KEMPER CPA GROUP, LLP Service code 15 · EIN 37-0818432 | Recordkeeping | $38,000 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $20,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,386 | $90,530-96.3% | $76,030-95.5% | $145,897-97.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 9.94% | 625.08%-615.1pp | 361.54%-351.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $111,727 | $5,164+2063.4% | $4,257+2524.5% | $6,689+1570.2% |
| Admin fee / account holder | $140 | $8,383-98.3% | $6,421-97.8% | $13,390-99.0% |