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 | $130,795-89.5% | $173,730-92.1% | $64,728-78.7% |
| Participation rate | 95.5% | 69.9%+25.7pp | 79.6%+16.0pp | 57.9%+37.6pp |
| Annual return | 14.71% | 13.01%+1.7pp | 19.96%-5.2pp | 49.38%-34.7pp |
| Employer contribution / active EE | $2,761 | $2,914-5.3% | $4,577-39.7% | $2,243+23.1% |
| Participant deferral / active EE | $910 | $3,477-73.8% | $6,326-85.6% | $2,729-66.7% |
| Admin fee / account holder | $102 | $1,356-92.4% | $17,523-99.4% | $1,145-91.1% |