Filed June 17, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISORS, LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $22,706 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,751 |
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 | $88,741 | $102,385-13.3% | $147,080-39.7% | $80,935+9.6% |
| Participation rate | 89.2% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 12.98% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $749 | $3,717-79.8% | $4,933-84.8% | $2,757-72.8% |
| Participant deferral / active EE | $4,934 | $6,651-25.8% | $8,066-38.8% | $4,299+14.8% |
| Admin fee / account holder | $282 | $7,951-96.5% | $12,989-97.8% | $6,924-95.9% |