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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 26 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $18,650 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,963 |
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 | $60,018 | $70,435-14.8% | $96,575-37.9% | $85,856-30.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.15% | 18.59%-5.4pp | 37.79%-24.6pp | 318.58%-305.4pp |
| Employer contribution / active EE | $2,039 | $1,413+44.3% | $2,357-13.5% | $2,565-20.5% |
| Participant deferral / active EE | $3,940 | $2,894+36.1% | $3,849+2.4% | $3,952-0.3% |
| Admin fee / account holder | $162 | $4,997-96.8% | $6,182-97.4% | $6,261-97.4% |