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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $6,839 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,000 | $99,957+55.1% | $149,745+3.5% | $73,497+110.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 43.67% | 53.87%-10.2pp | 276.72%-233.1pp | 28.51%+15.2pp |
| Employer contribution / active EE | $2,293 | $3,191-28.1% | $4,646-50.6% | $2,270+1.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $33 | $551-94.0% | $9,312-99.6% | $513-93.6% |