Filed May 18, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $118,967 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $36,667 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $24,957 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 26 · EIN 41-0746749 | Advisory (Participants) | $14,443 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,405 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,983 | $101,591+159.8% | $147,096+79.5% | $74,429+254.7% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 13.55% | 8746.45%-8732.9pp | 419.75%-406.2pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $19,004 | $3,813+398.5% | $4,936+285.0% | $2,625+624.0% |
| Participant deferral / active EE | $15,361 | $7,302+110.4% | $8,071+90.3% | $4,348+253.3% |
| Admin fee / account holder | $804 | $1,750-54.1% | $13,005-93.8% | $1,944-58.7% |