Filed October 17, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $134,147 |
FIDUCIENT ADVISORS LLC1 year Service code 15 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Recordkeeping | $33,750 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,797 | $92,076-11.2% | $105,607-22.5% | $77,736+5.2% |
| Participation rate | 95.4% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 11.96% | 17.84%-5.9pp | 116.11%-104.1pp | 31.26%-19.3pp |
| Employer contribution / active EE | $1,773 | $3,370-47.4% | $3,167-44.0% | $2,728-35.0% |
| Participant deferral / active EE | $6,214 | $5,390+15.3% | $5,011+24.0% | $4,651+33.6% |
| Admin fee / account holder | $168 | $219-23.5% | $10,958-98.5% | $433-61.3% |