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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 99 · EIN 95-3845382 | Other Fees | $0 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $0 |
Service code 49 · EIN 93-1327877 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,383 | $61,391+74.9% | $149,723-28.3% | $71,529+50.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.54% | 35.88%-20.3pp | 134.50%-119.0pp | 28.97%-13.4pp |
| Employer contribution / active EE | $5,499 | $2,384+130.7% | $4,821+14.1% | $2,590+112.3% |
| Participant deferral / active EE | $6,102 | $2,921+108.9% | $5,682+7.4% | $4,291+42.2% |
| Admin fee / account holder | $42 | $1,264-96.7% | $13,215-99.7% | $1,588-97.4% |