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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA ADVISOR NETWORKS Service code 15 · EIN 11-3665754 200 NORTH PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 90245 | Recordkeeping | $18,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,166 | $65,072-69.0% | $66,439-69.6% | $65,306-69.1% |
| Participation rate | 58.8% | 69.1%-10.2pp | 74.5%-15.7pp | 57.7%+1.2pp |
| Annual return | 11.49% | 21.50%-10.0pp | 757.66%-746.2pp | 21.94%-10.5pp |
| Employer contribution / active EE | $1,619 | $2,475-34.6% | $2,637-38.6% | $1,967-17.7% |
| Participant deferral / active EE | $1,264 | $3,234-60.9% | $3,876-67.4% | $2,959-57.3% |
| Admin fee / account holder | $110 | $1,323-91.7% | $6,173-98.2% | $3,480-96.8% |