Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $53,834 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $26,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,026 | $101,653-8.5% | $147,080-36.8% | $74,459+24.9% |
| Participation rate | 97.3% | 75.6%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 21.36% | 8754.98%-8733.6pp | 420.17%-398.8pp | 1369.70%-1348.3pp |
| Employer contribution / active EE | $4,887 | $3,813+28.1% | $4,933-0.9% | $2,626+86.1% |
| Participant deferral / active EE | $10,083 | $7,304+38.0% | $8,066+25.0% | $4,350+131.8% |
| Admin fee / account holder | $315 | $1,752-82.0% | $12,989-97.6% | $1,945-83.8% |