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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS,LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $113,334 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $52,487 |
PASI, LLC8 years Service code 99 · EIN 26-1407927 | Other Fees | $13,234 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,186 | $46,464+117.8% | $150,298-32.7% | $79,634+27.1% |
| Participation rate | 94.5% | 57.0%+37.6pp | 77.8%+16.8pp | 62.5%+32.0pp |
| Annual return | 16.00% | 27.89%-11.9pp | 62.79%-46.8pp | 36.46%-20.5pp |
| Employer contribution / active EE | $5,302 | $1,512+250.8% | $4,154+27.6% | $2,529+109.6% |
| Participant deferral / active EE | $6,154 | $2,157+185.3% | $5,453+12.9% | $3,835+60.5% |
| Admin fee / account holder | $176 | $891-80.3% | $14,116-98.8% | $1,002-82.5% |