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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $23,868 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,080 |
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 | $60,441 | $51,821+16.6% | $93,727-35.5% | - |
| Participation rate | 100.0% | 67.7%+32.3pp | 68.7%+31.3pp | - |
| Annual return | 12.41% | 11.30%+1.1pp | 133.83%-121.4pp | - |
| Employer contribution / active EE | $2,217 | $1,278+73.5% | $2,421-8.4% | - |
| Participant deferral / active EE | $4,003 | $3,260+22.8% | $4,417-9.4% | - |
| Admin fee / account holder | $160 | $4,565-96.5% | $8,292-98.1% | - |