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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM, LLC Service code 99 · EIN 27-4011107 13321 CALIFORNIA STREET, SUITE 100 · OMAHA, NE 68154 | Other Fees | $0 |
SIGMA FINANCIAL CORPORATION5 years Filed as: SIGMA PLANNING CORPORATION Service code 99 · EIN 38-2472558 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,434 | $91,439+2.2% | $135,974-31.3% | $71,511+30.7% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 17.28% | 29.90%-12.6pp | 68.30%-51.0pp | 28.86%-11.6pp |
| Employer contribution / active EE | $3,731 | $3,705+0.7% | $4,859-23.2% | $2,589+44.1% |
| Participant deferral / active EE | $6,873 | $7,093-3.1% | $7,760-11.4% | $4,291+60.2% |
| Admin fee / account holder | $271 | $1,267-78.6% | $10,767-97.5% | $1,588-82.9% |