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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS Service code 26 · EIN 95-3845382 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $16,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,127 | $84,482-19.4% | $125,363-45.7% | $66,930+1.8% |
| Participation rate | 80.2% | 76.4%+3.8pp | 82.4%-2.2pp | 69.8%+10.3pp |
| Annual return | -17.65% | -8.49%-9.2pp | 572.15%-589.8pp | 1.57%-19.2pp |
| Employer contribution / active EE | $3,861 | $3,553+8.7% | $4,815-19.8% | $2,545+51.7% |
| Participant deferral / active EE | $8,679 | $6,782+28.0% | $7,447+16.5% | $4,238+104.8% |
| Admin fee / account holder | $131 | $685-80.8% | $10,005-98.7% | $593-77.9% |