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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISORS Service code 49 · EIN 84-0858799 200 N SEPULVEDA BLVD ST 1200 · EL SEGUNDO, CA 90245 | Other Services | $17,288 |
NATIONWIDE1 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $14,570 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,483 |
SENTINEL PENSION LLC1 year Service code 14 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Plan Administrator | $7,882 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,481 | $37,196-39.6% | $154,114-85.4% | $55,725-59.7% |
| Participation rate | 51.6% | 64.1%-12.5pp | 83.0%-31.4pp | 70.9%-19.2pp |
| Annual return | -0.71% | 1319.68%-1320.4pp | 735.16%-735.9pp | 244.93%-245.6pp |
| Employer contribution / active EE | $934 | $1,614-42.1% | $5,298-82.4% | $2,078-55.1% |
| Participant deferral / active EE | $1,850 | $2,068-10.6% | $5,081-63.6% | $3,356-44.9% |
| Admin fee / account holder | $146 | $102+43.8% | $13,411-98.9% | $115+26.8% |