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 | $148,584-90.7% | $216,567-93.6% | $69,255-80.1% |
| Participation rate | 95.5% | 77.0%+18.5pp | 81.6%+13.9pp | 69.0%+26.5pp |
| Annual return | 14.71% | 8.62%+6.1pp | 12.94%+1.8pp | 26.73%-12.0pp |
| Employer contribution / active EE | $2,761 | $3,404-18.9% | $5,216-47.1% | $2,645+4.4% |
| Participant deferral / active EE | $910 | $3,500-74.0% | $6,191-85.3% | $2,890-68.5% |
| Admin fee / account holder | $102 | $791-87.0% | $21,981-99.5% | $733-86.0% |