Filed November 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
RUKKILA, NEGRO AND ASSOCIATES2 years Service code 99 · EIN 38-0869023 | Other Fees | $8,399 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $7,149 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,727 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,727 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,007 | $102,553-25.9% | $151,611-49.9% | $66,914+13.6% |
| Participation rate | 98.4% | 85.5%+12.9pp | 87.5%+10.9pp | 69.8%+28.6pp |
| Annual return | -19.03% | -10.82%-8.2pp | 3.33%-22.4pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,632 | $4,180-37.0% | $6,166-57.3% | $2,544+3.5% |
| Participant deferral / active EE | $4,416 | $6,641-33.5% | $8,363-47.2% | $4,237+4.2% |
| Admin fee / account holder | $97 | $630-84.7% | $11,616-99.2% | $593-83.7% |