Filed January 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
RLIC SERVICE PROVICER ENTITIES1+ years Filed as: RLIC SERVICE PROVIDER ENTITIES Service code 60 · EIN 41-0451140 PO BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $78,714 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $20,284 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $10,083 |
WIPFLI LLP1+ years Service code 13 · EIN 39-0758449 11 SCOTT STREET · WASAU, WI 54403 | Contract Administrator | $9,250 |
RLIC SERVICE PROVICER ENTITIES1+ years Service code 60 | Sub-TA Fees | $1,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,018 | $37,117-8.4% | $147,617-77.0% | $55,191-38.4% |
| Participation rate | 60.8% | 63.6%-2.8pp | 84.6%-23.8pp | 69.2%-8.3pp |
| Annual return | 0.51% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,916 | $1,620+18.3% | $5,564-65.6% | $1,899+0.9% |
| Participant deferral / active EE | $1,547 | $1,985-22.1% | $4,895-68.4% | $3,046-49.2% |
| Admin fee / account holder | $44 | $86-48.5% | $11,612-99.6% | $91-51.5% |