Filed July 9, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $89,155 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $71,331 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 16 · EIN 35-2467663 | Consulting | $19,685 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,633 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $11,560 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $189,600 | $105,581+79.6% | $70,449+169.1% | $90,288+110.0% |
| Participation rate | 30.4% | 77.5%-47.1pp | 75.1%-44.7pp | 73.4%-43.0pp |
| Annual return | 13.73% | 14.78%-1.1pp | 109.03%-95.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $1,846 | $3,304-44.1% | $2,737-32.6% | $2,524-26.9% |
| Participant deferral / active EE | $1,912 | $3,813-49.9% | $3,709-48.4% | $4,232-54.8% |
| Admin fee / account holder | $205 | $68+204.3% | $3,845-94.7% | $114+80.2% |