Filed December 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORK, LLC Service code 27 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $11,860 |
Filed as: FIDELITY INVESTMENTS INSTUTUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
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 | $24,644 | $46,360-46.8% | $147,617-83.3% | $52,331-52.9% |
| Participation rate | 94.7% | 64.9%+29.7pp | 84.6%+10.1pp | 68.1%+26.6pp |
| Annual return | 0.62% | 1.62%-1.0pp | 61.98%-61.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,102 | $2,126-48.2% | $5,564-80.2% | $1,882-41.4% |
| Participant deferral / active EE | $3,809 | $2,258+68.7% | $4,895-22.2% | $3,022+26.1% |
| Admin fee / account holder | $58 | $766-92.4% | $11,612-99.5% | $592-90.1% |