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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $37,048 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,529 |
PASI, LLC3+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $8,830 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 · EIN 06-0988655 | Securities brokerage | $1,102 |
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 | $101,584 | $55,453+83.2% | $170,435-40.4% | $62,293+63.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.57% | 21.38%-4.8pp | 205.94%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $7,134 | $2,164+229.7% | $5,432+31.3% | $2,042+249.3% |
| Participant deferral / active EE | $5,702 | $2,303+147.6% | $4,939+15.4% | $3,169+79.9% |
| Admin fee / account holder | $267 | $455-41.3% | $13,881-98.1% | $479-44.3% |