Filed January 24, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 55 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Commissions | $41,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,944 | $33,232-40.0% | $71,796-72.2% | $63,975-68.8% |
| Participation rate | 26.6% | 60.1%-33.5pp | 69.1%-42.5pp | 71.1%-44.5pp |
| Annual return | 6.14% | 11.99%-5.9pp | 78.04%-71.9pp | 48.65%-42.5pp |
| Employer contribution / active EE | $290 | $723-59.9% | $1,924-84.9% | $2,182-86.7% |
| Participant deferral / active EE | $411 | $1,604-74.4% | $2,794-85.3% | $3,356-87.8% |
| Admin fee / account holder | $18 | $63-72.3% | $4,815-99.6% | $70-75.0% |