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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,950 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $15,733 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $8,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,075 | $81,504-43.5% | $102,437-55.0% | $80,959-43.1% |
| Participation rate | 95.5% | 66.9%+28.6pp | 74.5%+20.9pp | 67.7%+27.8pp |
| Annual return | 19.57% | 25.60%-6.0pp | 24.95%-5.4pp | 35.67%-16.1pp |
| Employer contribution / active EE | $251 | $3,104-91.9% | $3,871-93.5% | $2,757-90.9% |
| Participant deferral / active EE | $7,069 | $3,871+82.6% | $5,060+39.7% | $4,300+64.4% |
| Admin fee / account holder | $297 | $6,719-95.6% | $8,388-96.5% | $6,925-95.7% |