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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC8+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $34,406 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $47,093 | $71,142-33.8% | $119,609-60.6% | $64,808-27.3% |
| Participation rate | 58.3% | 78.6%-20.3pp | 79.3%-20.9pp | 71.5%-13.1pp |
| Annual return | -22.28% | -10.01%-12.3pp | -14.97%-7.3pp | 32.82%-55.1pp |
| Employer contribution / active EE | $1,993 | $2,497-20.2% | $4,232-52.9% | $2,506-20.5% |
| Participant deferral / active EE | $3,014 | $4,490-32.9% | $5,602-46.2% | $4,310-30.1% |
| Admin fee / account holder | $143 | $162-11.8% | $10,323-98.6% | $188-23.9% |