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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $100,507 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $43,189 |
PASI, LLC6 years Service code 99 · EIN 26-1407927 | Other Fees | $8,800 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,928 | $47,163+92.8% | $149,696-39.3% | $74,460+22.1% |
| Participation rate | 93.5% | 63.4%+30.1pp | 78.8%+14.7pp | 70.7%+22.8pp |
| Annual return | 15.85% | 22.75%-6.9pp | 134.46%-118.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,798 | $1,907+99.2% | $4,821-21.2% | $2,638+44.0% |
| Participant deferral / active EE | $5,754 | $2,730+110.7% | $5,682+1.3% | $4,530+27.0% |
| Admin fee / account holder | $198 | $343-42.2% | $13,212-98.5% | $348-43.0% |