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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 6000 SOUTHCENTER BLVD · TUKWILA, WA 98188 | Other Fees | $0 |
Service code 49 · EIN 93-1327877 1109 SW 1ST AVENUE · CANBY, OR 97013 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,409 | $55,470+90.0% | $155,556-32.2% | $74,478+41.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.17% | 269.80%-258.6pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $5,968 | $2,267+163.3% | $4,675+27.6% | $2,626+127.2% |
| Participant deferral / active EE | $6,953 | $2,838+145.0% | $5,631+23.5% | $4,350+59.8% |
| Admin fee / account holder | $17 | $1,744-99.0% | $15,885-99.9% | $1,946-99.1% |