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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $38,257 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,462 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,231 | $55,446+32.1% | $155,574-52.9% | $74,429-1.6% |
| Participation rate | 87.8% | 61.9%+25.9pp | 78.2%+9.6pp | 67.2%+20.6pp |
| Annual return | 14.04% | 269.20%-255.2pp | 64.87%-50.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $3,310 | $2,266+46.1% | $4,676-29.2% | $2,625+26.1% |
| Participant deferral / active EE | $5,448 | $2,836+92.1% | $5,629-3.2% | $4,348+25.3% |
| Admin fee / account holder | $296 | $1,743-83.0% | $15,914-98.1% | $1,944-84.8% |