Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,211 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS Service code 55 · EIN 06-1375177 | Other Commissions | $30 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $6 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $43,066 | $81,537-47.2% | $149,721-71.2% | $69,631-38.2% |
| Participation rate | 91.4% | 86.1%+5.3pp | 87.1%+4.4pp | 70.7%+20.7pp |
| Annual return | 19.41% | 22.79%-3.4pp | 1501.67%-1482.3pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,530 | $3,239-21.9% | $5,444-53.5% | $2,032+24.5% |
| Participant deferral / active EE | $5,105 | $4,994+2.2% | $6,568-22.3% | $3,224+58.4% |
| Admin fee / account holder | $23 | $107-78.9% | $11,282-99.8% | $110-79.6% |