Filed August 15, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CERTA ADVISOR NETWORKS1 year Filed as: CERTA ADVISOR NETWORKS LLC Service code 26 230 ROSECRANS AVE STE 5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $74,707 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $52,181 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $33,826 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $21,585 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $16,887 |
Service code 15 | Recordkeeping | $6,765 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,495 | $50,815-16.4% | $155,509-72.7% | $77,643-45.3% |
| Participation rate | 79.7% | 63.1%+16.6pp | 78.2%+1.6pp | 70.6%+9.2pp |
| Annual return | 12.17% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,989 | $1,993-0.2% | $4,672-57.4% | $2,726-27.0% |
| Participant deferral / active EE | $2,509 | $2,822-11.1% | $5,626-55.4% | $4,647-46.0% |
| Admin fee / account holder | $100 | $437-77.2% | $15,912-99.4% | $430-76.9% |