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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $18,991 |
CETERA ADVISOR NETWORKS LLC6 years Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $14,103 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 902455109 | Advisory (Plan) | $5,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,614 | $56,638-38.9% | $169,368-79.6% | $74,419-53.5% |
| Participation rate | 26.6% | 67.5%-41.0pp | 77.1%-50.6pp | 70.7%-44.2pp |
| Annual return | 21.62% | 24.75%-3.1pp | 405.60%-384.0pp | 34.38%-12.8pp |
| Employer contribution / active EE | $606 | $2,027-70.1% | $4,013-84.9% | $2,637-77.0% |
| Participant deferral / active EE | $1,191 | $4,223-71.8% | $6,221-80.9% | $4,528-73.7% |
| Admin fee / account holder | $118 | $307-61.7% | $9,003-98.7% | $348-66.2% |