Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY WEALTH MANAGEMENT4 years Service code 99 · EIN 20-0446664 | Other Fees | $0 |
Filed as: VOYA RETIREMENT AND INSURANCE ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,879 | $50,956-31.6% | $96,562-63.9% | $86,799-59.8% |
| Participation rate | 67.5% | 65.2%+2.2pp | 69.8%-2.4pp | 72.3%-4.8pp |
| Annual return | 14.33% | 21.27%-6.9pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $4,914 | $1,111+342.4% | $2,356+108.6% | $2,405+104.3% |
| Participant deferral / active EE | $3,486 | $2,954+18.0% | $3,849-9.4% | $4,131-15.6% |
| Admin fee / account holder | $101 | $166-38.9% | $6,181-98.4% | $170-40.1% |