Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS Service code 55 · EIN 06-1375177 | Other Commissions | $26 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
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 | $31,810 | $71,802-55.7% | $133,975-76.3% | $57,658-44.8% |
| Participation rate | 93.8% | 85.5%+8.3pp | 87.1%+6.7pp | 70.2%+23.5pp |
| Annual return | 11.50% | 13.51%-2.0pp | 29.29%-17.8pp | 5.13%+6.4pp |
| Employer contribution / active EE | $2,187 | $3,161-30.8% | $5,211-58.0% | $1,974+10.8% |
| Participant deferral / active EE | $4,230 | $4,606-8.2% | $6,282-32.7% | $3,061+38.2% |
| Admin fee / account holder | $5 | $88-93.9% | $9,324-99.9% | $95-94.4% |