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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISORS LLC. Service code 27 · EIN 84-0858799 | Advisory (Plan) | $10,875 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,247 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,989 | $58,888-59.3% | $178,499-86.6% | $73,493-67.4% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 15.44% | 24.86%-9.4pp | 151.10%-135.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,845 | $2,236-17.5% | $5,011-63.2% | $2,270-18.7% |
| Participant deferral / active EE | $2,633 | $2,568+2.6% | $5,202-49.4% | $3,740-29.6% |
| Admin fee / account holder | $84 | $400-79.1% | $13,986-99.4% | $513-83.7% |