Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 33-4144829 | Accounting | $19,294 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $19,196 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,674 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $0 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 04-2442399 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,981 | $129,227-33.5% | $184,256-53.3% | $77,762+10.6% |
| Participation rate | 90.5% | 87.4%+3.2pp | 86.8%+3.7pp | 70.6%+19.9pp |
| Annual return | 12.50% | 33.24%-20.7pp | 28.85%-16.3pp | 31.27%-18.8pp |
| Employer contribution / active EE | $3,332 | $4,412-24.5% | $6,427-48.2% | $2,728+22.1% |
| Participant deferral / active EE | $8,247 | $7,307+12.9% | $9,133-9.7% | $4,651+77.3% |
| Admin fee / account holder | $97 | $256-61.9% | $13,899-99.3% | $433-77.5% |