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 | $101,672+159.6% | $147,117+79.4% | $74,478+254.4% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 13.55% | 8757.83%-8744.3pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $19,004 | $3,813+398.4% | $4,932+285.3% | $2,626+623.6% |
| Participant deferral / active EE | $15,361 | $7,305+110.3% | $8,065+90.5% | $4,350+253.1% |
| Admin fee / account holder | $804 | $1,753-54.1% | $12,993-93.8% | $1,946-58.7% |