Filed February 2, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONSOLIDATED INVESTMENT ADVISORS Service code 33 · EIN 56-1902157 | Securities brokerage | $38,633 |
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 | $183,899 | $213,957-14.0% | $149,730+22.8% | - |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.5%+17.5pp | - |
| Annual return | 15.92% | 9.83%+6.1pp | 276.70%-260.8pp | - |
| Employer contribution / active EE | $8,853 | $3,868+128.9% | $4,645+90.6% | - |
| Participant deferral / active EE | $10,614 | $6,177+71.8% | $6,843+55.1% | - |
| Admin fee / account holder | $287 | $24,510-98.8% | $9,310-96.9% | - |