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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 | $65,084-69.0% | $67,681-70.2% | $64,340-68.7% |
| Participation rate | 58.8% | 66.7%-7.9pp | 73.7%-14.9pp | 55.2%+3.6pp |
| Annual return | 11.49% | 20.50%-9.0pp | 590.58%-579.1pp | 24.14%-12.7pp |
| Employer contribution / active EE | $1,619 | $2,398-32.5% | $2,678-39.5% | $1,862-13.0% |
| Participant deferral / active EE | $1,264 | $3,210-60.6% | $3,976-68.2% | $2,980-57.6% |
| Admin fee / account holder | $110 | $1,415-92.2% | $6,100-98.2% | $3,703-97.0% |