Filed June 23, 2015
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $63,339 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,255 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,905 | $68,413+30.0% | $123,105-27.8% | $55,191+61.1% |
| Participation rate | 97.7% | 84.5%+13.2pp | 86.8%+10.9pp | 69.2%+28.5pp |
| Annual return | 1.55% | 6.30%-4.7pp | 13.22%-11.7pp | 10.78%-9.2pp |
| Employer contribution / active EE | $3,015 | $3,050-1.2% | $5,151-41.5% | $1,899+58.8% |
| Participant deferral / active EE | $4,007 | $4,490-10.8% | $6,229-35.7% | $3,046+31.5% |
| Admin fee / account holder | $18 | $88-79.8% | $9,014-99.8% | $91-80.4% |