Filed August 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $312,019 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,681 |
Filed as: EMPOWER ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $300 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $90 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,139 | $53,204+78.8% | $155,556-38.8% | $200,096-52.5% |
| Participation rate | 87.7% | 64.1%+23.6pp | 78.2%+9.5pp | 72.0%+15.7pp |
| Annual return | 14.15% | 41.02%-26.9pp | 64.84%-50.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $4,481 | $1,850+142.2% | $4,675-4.2% | $3,038+47.5% |
| Participant deferral / active EE | $7,241 | $3,163+128.9% | $5,631+28.6% | $5,090+42.3% |
| Admin fee / account holder | $57 | $186-69.2% | $15,885-99.6% | $269-78.8% |