Filed December 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY2+ years Service code 99 · EIN 25-1867808 | Other Fees | $11,851 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 99 | Other Fees | $7,924 |
BDO USA, LLP1 year Service code 99 · EIN 13-5381590 | Other Fees | $0 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $40,267 | $74,089-45.6% | $133,975-69.9% | $55,167-27.0% |
| Participation rate | 72.1% | 84.3%-12.2pp | 87.1%-14.9pp | 69.0%+3.1pp |
| Annual return | 8.54% | 12.11%-3.6pp | 29.29%-20.8pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,431 | $3,064-53.3% | $5,211-72.5% | $1,963-27.1% |
| Participant deferral / active EE | $2,906 | $4,678-37.9% | $6,282-53.7% | $3,054-4.8% |
| Admin fee / account holder | $71 | $458-84.6% | $9,324-99.2% | $504-86.0% |