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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,264 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $18,323 |
CASEY CIRILLO3 years Filed as: CASEY PETERSON Service code 99 · EIN 46-0403496 | Other Fees | $12,850 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,081 | $38,365-42.4% | $84,628-73.9% | $65,185-66.1% |
| Participation rate | 91.9% | 55.7%+36.2pp | 68.2%+23.7pp | 70.2%+21.7pp |
| Annual return | 23.51% | 32.00%-8.5pp | 258.80%-235.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $707 | $1,258-43.8% | $2,653-73.3% | $2,177-67.5% |
| Participant deferral / active EE | $4,074 | $2,278+78.8% | $3,900+4.5% | $3,514+15.9% |
| Admin fee / account holder | $206 | $451-54.3% | $4,914-95.8% | $847-75.7% |