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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 99 · EIN 36-3258176 | Other Fees | $107,502 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,132 | $191,016-69.6% | $152,301-61.8% | $89,670-35.2% |
| Participation rate | 23.4% | 77.3%-53.9pp | 82.4%-59.0pp | 71.2%-47.7pp |
| Annual return | 13.48% | 16.37%-2.9pp | 80.50%-67.0pp | 19.66%-6.2pp |
| Employer contribution / active EE | $474 | $7,400-93.6% | $4,624-89.8% | $4,041-88.3% |
| Participant deferral / active EE | $890 | $9,699-90.8% | $8,004-88.9% | $3,962-77.5% |
| Admin fee / account holder | $39 | $215-81.7% | $14,398-99.7% | $352-88.8% |