Filed November 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $109,891 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,933 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,813 | $62,686-34.9% | $178,505-77.1% | $77,762-47.5% |
| Participation rate | 93.3% | 66.9%+26.4pp | 77.1%+16.2pp | 70.6%+22.7pp |
| Annual return | 23.00% | 16.16%+6.8pp | 27.16%-4.2pp | 31.27%-8.3pp |
| Employer contribution / active EE | $2,997 | $1,914+56.6% | $3,955-24.2% | $2,728+9.9% |
| Participant deferral / active EE | $8,143 | $4,224+92.8% | $6,280+29.7% | $4,651+75.1% |
| Admin fee / account holder | $125 | $386-67.6% | $10,428-98.8% | $433-71.1% |