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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $62,500 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $40,229 |
PASI, LLC3 years Service code 99 · EIN 26-1407927 | Other Fees | $6,400 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,855 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,594 | $52,293+124.9% | $178,503-34.1% | $73,412+60.2% |
| Participation rate | 95.9% | 65.3%+30.5pp | 81.9%+13.9pp | 72.2%+23.7pp |
| Annual return | 14.21% | 34.75%-20.5pp | 151.12%-136.9pp | 59.30%-45.1pp |
| Employer contribution / active EE | $4,579 | $1,736+163.8% | $5,011-8.6% | $2,234+105.0% |
| Participant deferral / active EE | $6,138 | $2,333+163.1% | $5,202+18.0% | $3,806+61.3% |
| Admin fee / account holder | $205 | $127+61.0% | $13,987-98.5% | $158+29.9% |