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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $28,516 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,291 |
AGGREGATE RETIREMENT SERVICES1+ years Service code 13 · EIN 47-1910719 | Contract Administrator | $23,248 |
Service code 27 | Advisory (Plan) | $18,795 |
SIDE BY SIDE FINANCIALS, INC.1+ years Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 · EIN 27-3232902 | Contract Administrator | $8,600 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES REP CODE B Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
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 | $0 | $99,079-100.0% | $78,002-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 9.13% | 217.93%-208.8pp | 425.99%-416.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |