Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 99 · EIN 04-2442399 | Other Fees | $20,000 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 99 · EIN 22-2000222 | Other Fees | $4,300 |
Filed as: VOYA RET INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,557 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,731 | $111,608-42.0% | $177,848-63.6% | $73,412-11.8% |
| Participation rate | 94.9% | 87.9%+7.1pp | 87.7%+7.2pp | 72.2%+22.8pp |
| Annual return | 14.65% | 18.23%-3.6pp | 48.33%-33.7pp | 59.30%-44.6pp |
| Employer contribution / active EE | $2,607 | $3,796-31.3% | $5,919-55.9% | $2,234+16.7% |
| Participant deferral / active EE | $6,330 | $6,199+2.1% | $7,714-17.9% | $3,806+66.3% |
| Admin fee / account holder | $70 | $166-57.5% | $12,431-99.4% | $158-55.4% |