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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $31,065 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,945 | $79,634-21.0% | $183,328-65.7% | $79,634-21.0% |
| Participation rate | 61.0% | 62.5%-1.5pp | 77.3%-16.3pp | 62.5%-1.5pp |
| Annual return | 17.46% | 36.46%-19.0pp | 29.67%-12.2pp | 36.46%-19.0pp |
| Employer contribution / active EE | $1,209 | $2,529-52.2% | $5,055-76.1% | $2,529-52.2% |
| Participant deferral / active EE | $4,010 | $3,835+4.6% | $6,795-41.0% | $3,835+4.6% |
| Admin fee / account holder | $245 | $1,002-75.5% | $21,427-98.9% | $1,002-75.5% |