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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 2301 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Other Commissions | $6,838 |
Service code 13 300 TRI-STATE INTERNATIONAL DR. · LINCOLNSHIRE, IL 60069 | Contract Administrator | $1,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $560 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,561 | $65,092+82.1% | $143,799-17.6% | $66,938+77.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.19% | -11.14%-4.1pp | -0.04%-15.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $8,845 | $2,362+274.5% | $4,952+78.6% | $2,545+247.5% |
| Participant deferral / active EE | $6,169 | $2,920+111.3% | $5,638+9.4% | $4,238+45.6% |
| Admin fee / account holder | $179 | $502-64.3% | $14,677-98.8% | $594-69.8% |