Filed September 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 27 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $15,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,575 |
Form 5500 reported that benefits due were not provided when due.
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 | $24,517 | $46,173-46.9% | $170,435-85.6% | $69,631-64.8% |
| Participation rate | 94.6% | 63.9%+30.7pp | 83.6%+11.0pp | 70.7%+23.9pp |
| Annual return | 14.71% | 21.62%-6.9pp | 205.94%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $2,008 | $1,610+24.8% | $5,432-63.0% | $2,032-1.2% |
| Participant deferral / active EE | $1,859 | $2,080-10.6% | $4,939-62.4% | $3,224-42.3% |
| Admin fee / account holder | $28 | $116-76.2% | $13,881-99.8% | $110-75.0% |