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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.
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 | $83,436-30.3% | $146,866-60.4% | $83,436-30.3% |
| Participation rate | 23.4% | 73.2%-49.7pp | 82.5%-59.1pp | 73.2%-49.7pp |
| Annual return | 13.48% | 19.34%-5.9pp | 102.85%-89.4pp | 19.34%-5.9pp |
| Employer contribution / active EE | $474 | $4,072-88.4% | $4,425-89.3% | $4,072-88.4% |
| Participant deferral / active EE | $890 | $3,411-73.9% | $7,759-88.5% | $3,411-73.9% |
| Admin fee / account holder | $39 | $265-85.2% | $13,620-99.7% | $265-85.2% |