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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS Service code 33 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Securities brokerage; Distribution (1... | $0 |
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 | $41,041 | $56,640-27.5% | $78,002-47.4% | $55,167-25.6% |
| Participation rate | 25.2% | 73.3%-48.1pp | 75.5%-50.3pp | 69.0%-43.7pp |
| Annual return | 6.11% | 2868.48%-2862.4pp | 425.99%-419.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $237 | $2,778-91.5% | $3,497-93.2% | $3,054-92.3% |
| Admin fee / account holder | $17 | $467-96.3% | $5,481-99.7% | $504-96.5% |