Filed January 10, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RLIC SERVICE PROVICER ENTITIES2+ years Filed as: RLIC SERVICE PROVIDER ENTITIES Service code 60 · EIN 41-0451140 PO BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $83,769 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $23,097 |
WIPFLI LLP2+ years Service code 13 11 SCOTT STREET · WASAU, WI 54403 | Contract Administrator | $17,315 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $17,249 |
Filed as: GREAT -WEST LIFE & ANNUITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,117 |
RLIC SERVICE PROVICER ENTITIES2+ years Service code 60 | Sub-TA Fees | $1,571 |
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 | $36,009 | $36,916-2.5% | $156,551-77.0% | $57,658-37.5% |
| Participation rate | 64.8% | 63.4%+1.4pp | 84.0%-19.2pp | 70.2%-5.4pp |
| Annual return | 7.75% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,155 | $1,571+37.2% | $5,501-60.8% | $1,974+9.2% |
| Participant deferral / active EE | $1,639 | $1,926-14.9% | $4,871-66.3% | $3,061-46.4% |
| Admin fee / account holder | $68 | $82-17.6% | $13,028-99.5% | $95-28.1% |