Filed December 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,951 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $14,469 |
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 | $32,502 | $55,453-41.4% | $170,435-80.9% | $62,293-47.8% |
| Participation rate | 93.2% | 66.4%+26.8pp | 83.6%+9.6pp | 69.5%+23.7pp |
| Annual return | 20.36% | 21.38%-1.0pp | 205.94%-185.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,276 | $2,164-41.0% | $5,432-76.5% | $2,042-37.5% |
| Participant deferral / active EE | $4,513 | $2,303+96.0% | $4,939-8.6% | $3,169+42.4% |
| Admin fee / account holder | $174 | $455-61.8% | $13,881-98.7% | $479-63.7% |