Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT & ANNUTY CO Service code 64 · EIN 71-0024708 PO BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $65,036 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $43,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,798 | $65,946-41.2% | $81,783-52.6% | $77,671-50.0% |
| Participation rate | 59.1% | 65.8%-6.7pp | 72.4%-13.2pp | 70.6%-11.4pp |
| Annual return | 16.67% | 26.65%-10.0pp | 775.05%-758.4pp | 31.21%-14.5pp |
| Employer contribution / active EE | $2,499 | $2,371+5.4% | $2,913-14.2% | $2,726-8.3% |
| Participant deferral / active EE | $3,975 | $3,507+13.3% | $4,320-8.0% | $4,648-14.5% |
| Admin fee / account holder | $227 | $527-56.9% | $7,380-96.9% | $430-47.2% |