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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 | $91,710-51.3% | $67,560-33.8% | $77,762-42.5% |
| Participation rate | 71.1% | 76.0%-5.0pp | 72.9%-1.9pp | 70.6%+0.5pp |
| Annual return | 13.34% | 14.88%-1.5pp | 3533.50%-3520.2pp | 31.27%-17.9pp |
| Employer contribution / active EE | $530 | $3,187-83.4% | $2,737-80.6% | $2,728-80.6% |
| Participant deferral / active EE | $2,018 | $3,911-48.4% | $4,004-49.6% | $4,651-56.6% |
| Admin fee / account holder | $123 | $245-49.7% | $3,994-96.9% | $433-71.5% |