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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $22,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,486 | $29,051+94.4% | $52,425+7.7% | $67,986-16.9% |
| Participation rate | 49.7% | 30.4%+19.3pp | 55.6%-5.9pp | 57.2%-7.5pp |
| Annual return | 19.06% | 24.00%-4.9pp | 302.12%-283.1pp | 31.67%-12.6pp |
| Employer contribution / active EE | $1,738 | $412+322.0% | $914+90.1% | $2,019-13.9% |
| Participant deferral / active EE | $3,440 | $873+294.0% | $1,790+92.1% | $3,358+2.4% |
| Admin fee / account holder | $234 | $2,113-88.9% | $2,495-90.6% | $3,203-92.7% |