Filed November 7, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETETA ADVISOR NETWORK LLC Service code 49 | Other Services | $8,237 |
SUNTRUST BANKS, INC.2+ years Filed as: SCOTT FREEMAN RETIREMTENT PLAN CONS Service code 13 · EIN 27-0212300 | Contract Administrator | $7,223 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,486 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 49 · EIN 95-3845382 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,891 | $43,423+24.1% | $78,676-31.5% | $55,167-2.3% |
| Participation rate | 44.7% | 68.0%-23.4pp | 73.6%-28.9pp | 69.0%-24.3pp |
| Annual return | 7.59% | 11.53%-3.9pp | 62.19%-54.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,165 | $1,997-41.6% | $2,850-59.1% | $1,963-40.6% |
| Participant deferral / active EE | $1,634 | $2,509-34.9% | $3,517-53.5% | $3,054-46.5% |
| Admin fee / account holder | $92 | $416-77.9% | $4,510-98.0% | $504-81.7% |