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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $57,877 |
Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $35,361 |
PASI, LLC2 years Service code 99 · EIN 26-1407927 | Other Fees | $6,400 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,503 |
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 | $109,906 | $62,928+74.7% | $172,753-36.4% | $67,582+62.6% |
| Participation rate | 95.0% | 64.5%+30.5pp | 82.6%+12.3pp | 71.3%+23.7pp |
| Annual return | 23.55% | 30.36%-6.8pp | 803.00%-779.5pp | 378.57%-355.0pp |
| Employer contribution / active EE | $4,350 | $1,636+165.9% | $5,144-15.4% | $2,148+102.5% |
| Participant deferral / active EE | $5,819 | $2,145+171.3% | $5,198+12.0% | $3,539+64.4% |
| Admin fee / account holder | $216 | $167+29.4% | $13,956-98.5% | $142+51.6% |