Filed August 1, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 99 · EIN 95-3845382 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Fees | $19,541 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,457 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,934 | $79,523-61.1% | $140,019-77.9% | $56,289-45.0% |
| Participation rate | 87.9% | 85.7%+2.2pp | 87.5%+0.4pp | 69.9%+18.1pp |
| Annual return | -7.85% | 2.39%-10.2pp | 651.17%-659.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,560 | $3,350-53.4% | $5,605-72.2% | $2,111-26.1% |
| Participant deferral / active EE | $2,595 | $5,129-49.4% | $6,927-62.5% | $3,350-22.5% |
| Admin fee / account holder | $130 | $614-78.9% | $10,705-98.8% | $521-75.1% |