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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $77,195 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $42,121 |
PASI, LLC4 years Service code 99 · EIN 26-1407927 | Other Fees | $23,800 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,549 | $56,540+123.8% | $185,849-31.9% | $86,821+45.8% |
| Participation rate | 96.9% | 65.5%+31.4pp | 81.7%+15.2pp | 72.3%+24.6pp |
| Annual return | 13.49% | 118.20%-104.7pp | 122.10%-108.6pp | 97.94%-84.4pp |
| Employer contribution / active EE | $4,797 | $1,844+160.1% | $5,169-7.2% | $2,406+99.4% |
| Participant deferral / active EE | $6,605 | $2,555+158.5% | $5,569+18.6% | $4,132+59.9% |
| Admin fee / account holder | $281 | $150+87.5% | $16,244-98.3% | $170+65.4% |