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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $92,435 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $38,617 |
PASI, LLC5 years Service code 99 · EIN 26-1407927 | Other Fees | $8,800 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,101 | $46,332+75.0% | $143,797-43.6% | $64,824+25.1% |
| Participation rate | 93.3% | 64.2%+29.1pp | 80.3%+13.0pp | 71.5%+21.8pp |
| Annual return | -9.27% | -10.05%+0.8pp | -0.04%-9.2pp | 32.84%-42.1pp |
| Employer contribution / active EE | $3,412 | $1,911+78.5% | $4,952-31.1% | $2,507+36.1% |
| Participant deferral / active EE | $5,098 | $2,647+92.6% | $5,638-9.6% | $4,311+18.3% |
| Admin fee / account holder | $190 | $154+23.7% | $14,679-98.7% | $188+1.3% |