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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 | $101,591-15.7% | $147,096-41.8% | $74,429+15.1% |
| Participation rate | 78.6% | 75.5%+3.0pp | 82.2%-3.6pp | 67.2%+11.4pp |
| Annual return | 15.05% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $4,118 | $3,813+8.0% | $4,936-16.6% | $2,625+56.9% |
| Participant deferral / active EE | $9,941 | $7,302+36.1% | $8,071+23.2% | $4,348+128.6% |
| Admin fee / account holder | $188 | $1,750-89.2% | $13,005-98.6% | $1,944-90.3% |