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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $26,944 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,677 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,091 | $83,090-32.5% | $130,062-56.9% | $71,529-21.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 28.03% | 20.61%+7.4pp | -137.37%+165.4pp | 28.97%-0.9pp |
| Employer contribution / active EE | $2,772 | $2,624+5.7% | $4,322-35.9% | $2,590+7.1% |
| Participant deferral / active EE | $4,753 | $4,436+7.1% | $5,821-18.3% | $4,291+10.8% |
| Admin fee / account holder | $126 | $1,727-92.7% | $10,601-98.8% | $1,588-92.1% |