Filed July 2, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS Service code 26 #5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $66,955 |
Filed as: LIMESTONE PENSION ASSOCIATES Service code 10 · EIN 51-0383217 3411 SILVERSIDE RD · WILMINGTON, DE 19810 | Accounting | $23,955 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Contract Administrator | $18,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,390 | $106,028-52.5% | $146,958-65.7% | $77,643-35.1% |
| Participation rate | 47.8% | 78.4%-30.6pp | 82.2%-34.4pp | 70.6%-22.8pp |
| Annual return | 25.93% | 56.73%-30.8pp | 418.34%-392.4pp | 31.24%-5.3pp |
| Employer contribution / active EE | $2,204 | $4,063-45.7% | $4,933-55.3% | $2,726-19.1% |
| Participant deferral / active EE | $5,176 | $7,990-35.2% | $8,070-35.9% | $4,647+11.4% |
| Admin fee / account holder | $180 | $337-46.8% | $12,998-98.6% | $430-58.3% |