Filed June 18, 2024 (most recent of 5 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYNAMIC PENSION SERVICES INC. Service code 13 · EIN 31-1585572 SUITE A 2176 HEWITT AVE · KETTERING, OH 45440 | Contract Administrator | $12,455 |
Filed as: UBS FINANCIAL SERVICE INC Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,594 | $102,553-40.9% | $151,611-60.0% | $66,914-9.4% |
| Participation rate | 95.0% | 85.5%+9.5pp | 87.5%+7.5pp | 69.8%+25.2pp |
| Annual return | -12.02% | -10.82%-1.2pp | 3.33%-15.3pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,911 | $4,180-6.4% | $6,166-36.6% | $2,544+53.7% |
| Participant deferral / active EE | $4,305 | $6,641-35.2% | $8,363-48.5% | $4,237+1.6% |
| Admin fee / account holder | $51 | $630-92.0% | $11,616-99.6% | $593-91.5% |