Filed September 24, 2020 (most recent of 3 filings on file)
Total covered: 50 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETRMNT INSRNCE & ANNUITY CO. Service code 37 · EIN 71-0294708 | Loan Processing | $1,437,802 |
BENEFIT TRUST COMPANY1 year Service code 21 · EIN 43-1971558 | Bank Trustee | $66,135 |
Filed as: THE ANGELL PENSION GROUP INC Service code 50 · EIN 04-2530412 | Direct Payment | $49,925 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | -2.72% | 8.12%-10.8pp | 9.82%-12.5pp | 8.21%-10.9pp |
| Employer contribution / active EE | $0 | $16,766-100.0% | $30,322-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |