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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 · EIN 95-3845382 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Participants) | $16,000 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,644 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,633 | $101,672-15.8% | $147,117-41.8% | $74,478+15.0% |
| Participation rate | 78.6% | 75.5%+3.0pp | 82.2%-3.6pp | 67.2%+11.3pp |
| Annual return | 15.05% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $4,118 | $3,813+8.0% | $4,932-16.5% | $2,626+56.8% |
| Participant deferral / active EE | $9,941 | $7,305+36.1% | $8,065+23.3% | $4,350+128.5% |
| Admin fee / account holder | $188 | $1,753-89.3% | $12,993-98.6% | $1,946-90.3% |