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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $11,837 |
Employer contribution per participant 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 | $130,097 | $84,499+54.0% | $125,391+3.8% | $66,949+94.3% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | 0.14% | -8.49%+8.6pp | 572.41%-572.3pp | 1.57%-1.4pp |
| Employer contribution / active EE | $341 | $3,554-90.4% | $4,816-92.9% | $2,545-86.6% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $45 | $685-93.4% | $10,009-99.6% | $594-92.4% |