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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 99 · EIN 95-3845382 | Other Fees | $0 |
Service code 49 · EIN 93-1327877 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,337 | $65,125+54.1% | $143,797-30.2% | $66,949+49.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.06% | -11.13%-3.9pp | -0.04%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $5,825 | $2,362+146.6% | $4,952+17.6% | $2,545+128.8% |
| Participant deferral / active EE | $6,472 | $2,920+121.6% | $5,638+14.8% | $4,239+52.7% |
| Admin fee / account holder | $71 | $503-85.8% | $14,679-99.5% | $594-88.0% |