Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS, INC. Service code 27 · EIN 04-2442399 | Advisory (Plan) | $11,667 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,008 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA ADVISOR NETWORKS Service code 55 · EIN 06-1375177 | Other Commissions | $2 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $1 |
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 | $53,562 | $80,005-33.1% | $140,019-61.7% | $55,725-3.9% |
| Participation rate | 74.6% | 87.0%-12.4pp | 87.5%-12.9pp | 70.9%+3.7pp |
| Annual return | -4.49% | 0.46%-4.9pp | 651.17%-655.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,529 | $3,403-25.7% | $5,605-54.9% | $2,078+21.7% |
| Participant deferral / active EE | $5,424 | $5,264+3.0% | $6,927-21.7% | $3,356+61.6% |
| Admin fee / account holder | $70 | $116-39.8% | $10,705-99.3% | $115-39.6% |