Filed July 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $84,910 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,019 |
Filed as: VOYA RETIREMENT INSURANCE & AN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,589 | $54,121+48.9% | $134,162-39.9% | $73,412+9.8% |
| Participation rate | 53.9% | 64.4%-10.4pp | 72.2%-18.3pp | 72.2%-18.3pp |
| Annual return | 16.54% | -312.52%+329.1pp | 36.35%-19.8pp | 59.30%-42.8pp |
| Employer contribution / active EE | $1,007 | $1,402-28.2% | $3,705-72.8% | $2,234-54.9% |
| Participant deferral / active EE | $3,892 | $2,844+36.9% | $3,500+11.2% | $3,806+2.3% |
| Admin fee / account holder | $29 | $132-77.9% | $6,685-99.6% | $158-81.5% |