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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $13,522 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,133 | $104,497+42.7% | $159,487-6.5% | $79,389+87.9% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.6pp | 70.7%+28.8pp |
| Annual return | 7.34% | 67.98%-60.6pp | 263.71%-256.4pp | 116.89%-109.6pp |
| Employer contribution / active EE | $2,316 | $3,418-32.2% | $4,831-52.1% | $2,428-4.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $58 | $711-91.9% | $10,804-99.5% | $626-90.8% |