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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $77,969 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 16 · EIN 36-3258176 | Consulting | $53,531 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $24,200 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,537 | $113,293-55.4% | $67,511-25.1% | $199,768-74.7% |
| Participation rate | 50.9% | 73.3%-22.4pp | 72.9%-21.9pp | 72.0%-21.1pp |
| Annual return | 13.55% | 15.88%-2.3pp | 3517.41%-3503.9pp | 34.26%-20.7pp |
| Employer contribution / active EE | $1,363 | $3,401-59.9% | $2,733-50.1% | $3,037-55.1% |
| Participant deferral / active EE | $2,374 | $4,159-42.9% | $4,000-40.7% | $5,090-53.4% |
| Admin fee / account holder | $168 | $103+63.7% | $3,999-95.8% | $269-37.6% |