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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $412,301 |
Filed as: CETERA ADVISORS, LLC Service code 16 4600 S. SYRACUSE STREET · DENVER, CO 80237 | Consulting | $40,000 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $62,775 | $44,989+39.5% | $170,435-63.2% | $77,958-19.5% |
| Participation rate | 79.0% | 64.6%+14.4pp | 83.6%-4.6pp | 71.6%+7.3pp |
| Annual return | 16.33% | 19.61%-3.3pp | 205.94%-189.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,719 | $2,208+68.4% | $4,939-24.7% | $3,537+5.1% |
| Admin fee / account holder | $19 | $69-72.4% | $13,881-99.9% | $97-80.5% |