Filed December 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,254 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Fees | $13,209 |
PASI, LLC1 year Filed as: PASI,LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD, 2ND FLOOR · FARMINGTON, CT 06032 | Contract Administrator | $6,718 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,722 | $89,436-85.8% | $164,813-92.3% | $77,643-83.6% |
| Participation rate | 93.5% | 78.6%+14.9pp | 78.6%+14.9pp | 70.6%+22.9pp |
| Annual return | 14.41% | 28.83%-14.4pp | 69.93%-55.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,927 | $2,569+14.0% | $4,341-32.6% | $2,726+7.4% |
| Participant deferral / active EE | $844 | $4,897-82.8% | $6,031-86.0% | $4,647-81.8% |
| Admin fee / account holder | $98 | $339-71.1% | $12,690-99.2% | $430-77.2% |