Filed December 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $47,855 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $15,261 |
PASI, LLC10+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $6,298 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,759 | $116,081-88.1% | $156,181-91.2% | $79,634-82.7% |
| Participation rate | 95.5% | 75.6%+20.0pp | 78.8%+16.7pp | 62.5%+33.1pp |
| Annual return | 14.71% | 15.89%-1.2pp | 64.87%-50.2pp | 36.46%-21.8pp |
| Employer contribution / active EE | $2,761 | $2,828-2.4% | $4,294-35.7% | $2,529+9.2% |
| Participant deferral / active EE | $910 | $4,584-80.1% | $6,132-85.2% | $3,835-76.3% |
| Admin fee / account holder | $102 | $854-88.0% | $14,586-99.3% | $1,002-89.8% |