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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 | $90,614-96.3% | $76,089-95.5% | $145,877-97.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 9.94% | 623.80%-613.9pp | 360.94%-351.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $111,727 | $5,168+2061.8% | $4,259+2523.2% | $6,691+1569.9% |
| Admin fee / account holder | $140 | $8,376-98.3% | $6,418-97.8% | $13,402-99.0% |