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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 17 200 NORTH SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Pension Consulting | $33,000 |
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,740 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,287 | $54,368+44.0% | $117,039-33.1% | $62,293+25.7% |
| Participation rate | 98.5% | 64.9%+33.5pp | 77.2%+21.3pp | 69.5%+28.9pp |
| Annual return | 16.36% | 21.77%-5.4pp | 18.95%-2.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,546 | $1,692-8.6% | $3,785-59.1% | $2,042-24.3% |
| Participant deferral / active EE | $2,574 | $2,269+13.4% | $3,929-34.5% | $3,169-18.8% |
| Admin fee / account holder | $7 | $493-98.6% | $5,974-99.9% | $479-98.6% |