Filed June 23, 2015
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $66,857 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,215 |
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 | $98,441 | $71,802+37.1% | $133,975-26.5% | $57,658+70.7% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.1%+10.2pp | 70.2%+27.0pp |
| Annual return | 7.17% | 13.51%-6.3pp | 29.29%-22.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,993 | $3,161-5.3% | $5,211-42.6% | $1,974+51.6% |
| Participant deferral / active EE | $4,226 | $4,606-8.3% | $6,282-32.7% | $3,061+38.1% |
| Admin fee / account holder | $25 | $88-71.8% | $9,324-99.7% | $95-73.9% |