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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $19,905 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $5,390 |
Service code 15 · EIN 01-0233344 | Recordkeeping | $4,038 |
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 | $27,406 | $50,902-46.2% | $155,534-82.4% | $77,736-64.7% |
| Participation rate | 48.6% | 63.1%-14.5pp | 78.2%-29.6pp | 70.6%-22.0pp |
| Annual return | 27.96% | 34.85%-6.9pp | 64.92%-37.0pp | 31.26%-3.3pp |
| Employer contribution / active EE | $1,147 | $1,991-42.4% | $4,675-75.5% | $2,728-58.0% |
| Participant deferral / active EE | $1,962 | $2,824-30.5% | $5,630-65.1% | $4,651-57.8% |
| Admin fee / account holder | $226 | $437-48.4% | $15,900-98.6% | $433-47.9% |