Filed March 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 70 6444 MERE DR · EDEN PRAIRIE, MN 55346 | Consulting Fees | $0 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 62 · EIN 62-0951563 | Insurance mortality and expense charg... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,719 | $89,739-53.5% | $149,721-72.1% | $62,293-33.0% |
| Participation rate | 81.1% | 85.1%-4.0pp | 87.1%-5.9pp | 69.5%+11.6pp |
| Annual return | 7.89% | 21.01%-13.1pp | 1501.67%-1493.8pp | 28.90%-21.0pp |
| Employer contribution / active EE | $731 | $3,233-77.4% | $5,444-86.6% | $2,042-64.2% |
| Participant deferral / active EE | $1,112 | $4,797-76.8% | $6,568-83.1% | $3,169-64.9% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |