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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $82,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,398 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,702 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,525 | $90,064+53.8% | $100,392+38.0% | $77,736+78.2% |
| Participation rate | 95.0% | 81.3%+13.8pp | 81.5%+13.5pp | 70.6%+24.5pp |
| Annual return | 15.33% | 20.61%-5.3pp | 49.45%-34.1pp | 31.26%-15.9pp |
| Employer contribution / active EE | $2,875 | $3,043-5.5% | $3,941-27.1% | $2,728+5.4% |
| Participant deferral / active EE | $10,608 | $8,282+28.1% | $8,090+31.1% | $4,651+128.1% |
| Admin fee / account holder | $249 | $172+44.5% | $7,904-96.9% | $433-42.6% |