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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $32,141 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,069 |
Service code 13 22720 FAIRVIEW CENTER DRIVE, #100 · FAIRVIEW PARK, OH 441263618 | Contract Administrator | $3,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,486 | $88,203-33.7% | $165,100-64.6% | $74,478-21.5% |
| Participation rate | 96.1% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 14.94% | 17.13%-2.2pp | 70.21%-55.3pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $2,200 | $2,601-15.4% | $4,348-49.4% | $2,626-16.2% |
| Participant deferral / active EE | $3,832 | $4,505-14.9% | $6,035-36.5% | $4,350-11.9% |
| Admin fee / account holder | $193 | $2,235-91.4% | $12,696-98.5% | $1,946-90.1% |