Filed October 17, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,936 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,968 | $62,324-40.7% | $68,509-46.0% | $55,191-33.0% |
| Participation rate | 81.4% | 78.9%+2.5pp | 74.7%+6.6pp | 69.2%+12.2pp |
| Annual return | -0.13% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $668 | $2,223-69.9% | $2,278-70.7% | $1,899-64.8% |
| Participant deferral / active EE | $4,197 | $3,425+22.5% | $3,382+24.1% | $3,046+37.8% |
| Admin fee / account holder | $23 | $91-75.2% | $5,275-99.6% | $91-75.0% |