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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA Service code 27 P.O. BOX 14474 · DES MOINES, IA 50306 | Advisory (Plan) | $20,207 |
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 | $117,932 | $106,230+11.0% | $147,080-19.8% | $77,736+51.7% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | -7.73% | 56.91%-64.6pp | 420.17%-427.9pp | 31.26%-39.0pp |
| Employer contribution / active EE | $5,505 | $4,072+35.2% | $4,933+11.6% | $2,728+101.8% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $56 | $338-83.5% | $12,989-99.6% | $433-87.2% |