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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $111,168 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $48,930 |
PASI, LLC7 years Service code 99 · EIN 26-1407927 | Other Fees | $10,450 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,868 | $50,919+90.2% | $155,556-37.7% | $77,762+24.6% |
| Participation rate | 96.5% | 63.1%+33.5pp | 78.2%+18.3pp | 70.6%+26.0pp |
| Annual return | 14.26% | 34.84%-20.6pp | 64.84%-50.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $4,077 | $1,991+104.7% | $4,675-12.8% | $2,728+49.5% |
| Participant deferral / active EE | $6,003 | $2,824+112.5% | $5,631+6.6% | $4,651+29.1% |
| Admin fee / account holder | $197 | $437-54.9% | $15,885-98.8% | $433-54.5% |