Filed June 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 99 · EIN 95-3845382 | Other Fees | $20,744 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 | Other Services | $4,567 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,180 | $78,562-43.8% | $105,608-58.2% | $74,429-40.6% |
| Participation rate | 86.5% | 72.8%+13.7pp | 75.3%+11.3pp | 67.2%+19.3pp |
| Annual return | 11.73% | 15.94%-4.2pp | 116.50%-104.8pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $993 | $2,521-60.6% | $3,167-68.7% | $2,625-62.2% |
| Participant deferral / active EE | $3,137 | $4,321-27.4% | $5,010-37.4% | $4,348-27.8% |
| Admin fee / account holder | $325 | $2,217-85.3% | $11,028-97.1% | $1,944-83.3% |