Filed August 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $264,572 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,037 |
Filed as: EMPOWER ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $160 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $105 |
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 | $82,754 | $50,169+64.9% | $149,740-44.7% | $80,187+3.2% |
| Participation rate | 95.3% | 64.3%+31.1pp | 78.8%+16.6pp | 72.9%+22.4pp |
| Annual return | 20.25% | 29.82%-9.6pp | 134.51%-114.3pp | 40.40%-20.2pp |
| Employer contribution / active EE | $4,531 | $1,869+142.4% | $4,821-6.0% | $2,980+52.1% |
| Participant deferral / active EE | $7,665 | $3,194+140.0% | $5,683+34.9% | $5,016+52.8% |
| Admin fee / account holder | $47 | $153-69.1% | $13,222-99.6% | $145-67.5% |