Filed June 25, 2024
Total covered: 149 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 49 | Other Services | $82,775 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $23,146 |
CAPFINANCIAL PARTNERS LLC5 years Service code 99 · EIN 26-0058143 | Other Fees | $0 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,932 | $50,815-13.5% | $155,509-71.7% | $77,643-43.4% |
| Participation rate | 55.2% | 63.1%-7.9pp | 78.2%-23.0pp | 70.6%-15.4pp |
| Annual return | 17.44% | 34.80%-17.4pp | 64.67%-47.2pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,863 | $1,993-6.5% | $4,672-60.1% | $2,726-31.6% |
| Participant deferral / active EE | $3,630 | $2,822+28.6% | $5,626-35.5% | $4,647-21.9% |
| Admin fee / account holder | $78 | $437-82.1% | $15,912-99.5% | $430-81.9% |