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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,120 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $12,572 |
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 | $62,180 | $55,437+12.2% | $155,534-60.0% | $74,459-16.5% |
| Participation rate | 69.9% | 61.9%+8.0pp | 78.2%-8.3pp | 67.2%+2.7pp |
| Annual return | 18.69% | 269.58%-250.9pp | 64.92%-46.2pp | 1369.70%-1351.0pp |
| Employer contribution / active EE | $604 | $2,266-73.3% | $4,675-87.1% | $2,626-77.0% |
| Participant deferral / active EE | $4,629 | $2,837+63.1% | $5,630-17.8% | $4,350+6.4% |
| Admin fee / account holder | $202 | $1,742-88.4% | $15,900-98.7% | $1,945-89.6% |