Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORK Service code 27 · EIN 35-3845382 | Advisory (Plan) | $17,288 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $12,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,654 | $51,226+57.4% | $82,706-2.5% | $66,930+20.5% |
| Participation rate | 34.6% | 67.9%-33.2pp | 72.6%-37.9pp | 69.8%-35.2pp |
| Annual return | -14.16% | -9.61%-4.6pp | 701.76%-715.9pp | 1.57%-15.7pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,007-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,458 | $3,460-29.0% | $4,394-44.1% | $4,238-42.0% |
| Admin fee / account holder | $496 | $416+19.5% | $5,329-90.7% | $593-16.4% |