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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 2301 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Other Commissions | $44,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,252 |
Service code 13 300 TRI-STATE INTERNATIONAL DR. · LINCOLNSHIRE, IL 60069 | Contract Administrator | $20,400 |
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 | $133,143 | $61,356+117.0% | $149,696-11.1% | $71,511+86.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.44% | 35.86%-19.4pp | 134.46%-118.0pp | 28.86%-12.4pp |
| Employer contribution / active EE | $8,392 | $2,382+252.4% | $4,821+74.1% | $2,589+224.1% |
| Participant deferral / active EE | $5,931 | $2,920+103.1% | $5,682+4.4% | $4,291+38.2% |
| Admin fee / account holder | $127 | $1,263-89.9% | $13,212-99.0% | $1,588-92.0% |