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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $6,488 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $2,179 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 49 · EIN 95-3845382 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,279 | $44,873-52.6% | $79,467-73.2% | $56,289-62.2% |
| Participation rate | 86.9% | 68.7%+18.2pp | 73.3%+13.6pp | 69.9%+17.1pp |
| Annual return | -8.64% | 0.81%-9.5pp | 718.30%-726.9pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,556 | $2,140-27.3% | $2,800-44.4% | $2,111-26.3% |
| Participant deferral / active EE | $1,970 | $2,746-28.3% | $3,704-46.8% | $3,350-41.2% |
| Admin fee / account holder | $17 | $418-96.0% | $5,104-99.7% | $521-96.8% |