Filed June 3, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,591 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 99 · EIN 87-4130828 | Other Fees | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,451 | $49,796+65.6% | $136,867-39.8% | $69,255+19.1% |
| Participation rate | 27.7% | 62.1%-34.4pp | 74.5%-46.9pp | 69.0%-41.4pp |
| Annual return | 4.52% | 12.45%-7.9pp | 42.97%-38.5pp | 26.73%-22.2pp |
| Employer contribution / active EE | $569 | $2,044-72.2% | $3,547-84.0% | $2,645-78.5% |
| Participant deferral / active EE | $735 | $2,062-64.4% | $4,924-85.1% | $2,890-74.6% |
| Admin fee / account holder | $81 | $484-83.2% | $10,340-99.2% | $733-88.9% |