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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,431 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $13,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,223 | $61,391-8.4% | $149,723-62.4% | $71,529-21.4% |
| Participation rate | 56.4% | 62.5%-6.1pp | 78.8%-22.4pp | 67.9%-11.5pp |
| Annual return | 22.14% | 35.88%-13.7pp | 134.50%-112.4pp | 28.97%-6.8pp |
| Employer contribution / active EE | $470 | $2,384-80.3% | $4,821-90.3% | $2,590-81.9% |
| Participant deferral / active EE | $3,702 | $2,921+26.8% | $5,682-34.8% | $4,291-13.7% |
| Admin fee / account holder | $169 | $1,264-86.7% | $13,215-98.7% | $1,588-89.4% |