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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 17 200 NORTH SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Pension Consulting | $36,407 |
MINNESOTA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $827 |
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 | $80,427 | $65,557+22.7% | $105,738-23.9% | $56,287+42.9% |
| Participation rate | 98.4% | 63.4%+34.9pp | 76.3%+22.0pp | 69.9%+28.5pp |
| Annual return | -2.13% | -1.32%-0.8pp | 6.27%-8.4pp | -9.96%+7.8pp |
| Employer contribution / active EE | $2,749 | $1,788+53.7% | $3,268-15.9% | $2,111+30.2% |
| Participant deferral / active EE | $2,731 | $2,418+12.9% | $4,080-33.1% | $3,350-18.5% |
| Admin fee / account holder | $9 | $561-98.3% | $6,913-99.9% | $521-98.2% |