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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $14,847 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,100 | $95,438+45.7% | $135,982+2.3% | $74,473+86.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 33.58% | 32.61%+1.0pp | 68.32%-34.7pp | 34.36%-0.8pp |
| Employer contribution / active EE | $1,570 | $3,878-59.5% | $4,859-67.7% | $2,638-40.5% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $46 | $259-82.4% | $10,767-99.6% | $347-86.9% |