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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 | Advisory (Plan) | $29,447 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $773 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $338 |
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 | $44,705 | $91,621-51.2% | $67,511-33.8% | $77,671-42.4% |
| Participation rate | 71.1% | 76.0%-4.9pp | 72.9%-1.8pp | 70.6%+0.5pp |
| Annual return | 13.34% | 14.87%-1.5pp | 3517.41%-3504.1pp | 31.21%-17.9pp |
| Employer contribution / active EE | $530 | $3,184-83.3% | $2,733-80.6% | $2,726-80.6% |
| Participant deferral / active EE | $2,018 | $3,906-48.3% | $4,000-49.6% | $4,648-56.6% |
| Admin fee / account holder | $123 | $176-30.1% | $3,999-96.9% | $430-71.4% |