Filed November 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $58,689 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $9,167 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,035 | $56,638-47.0% | $169,390-82.3% | $74,460-59.7% |
| Participation rate | 91.2% | 67.5%+23.7pp | 77.2%+14.1pp | 70.7%+20.5pp |
| Annual return | 23.16% | 24.75%-1.6pp | 406.07%-382.9pp | 34.38%-11.2pp |
| Employer contribution / active EE | $3,096 | $2,027+52.8% | $4,013-22.8% | $2,638+17.4% |
| Participant deferral / active EE | $8,289 | $4,223+96.3% | $6,222+33.2% | $4,530+83.0% |
| Admin fee / account holder | $79 | $307-74.2% | $9,015-99.1% | $348-77.3% |