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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $49,106 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,615 | $88,203-10.9% | $165,100-52.4% | $74,478+5.6% |
| Participation rate | 90.5% | 73.1%+17.4pp | 78.6%+11.9pp | 67.2%+23.3pp |
| Annual return | 17.48% | 17.13%+0.3pp | 70.21%-52.7pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $2,079 | $2,601-20.0% | $4,348-52.2% | $2,626-20.8% |
| Participant deferral / active EE | $4,502 | $4,505-0.1% | $6,035-25.4% | $4,350+3.5% |
| Admin fee / account holder | $448 | $2,235-80.0% | $12,696-96.5% | $1,946-77.0% |