Filed December 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,700 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,246 |
ASCENSUS LLC1+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 99 | Other Fees | $1,238 |
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 | $54,956 | $70,002-21.5% | $115,038-52.2% | $52,331+5.0% |
| Participation rate | 98.3% | 72.1%+26.2pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | 0.78% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,925 | $2,715+44.6% | $4,608-14.8% | $1,882+108.6% |
| Participant deferral / active EE | $7,432 | $4,920+51.1% | $6,026+23.3% | $3,022+145.9% |
| Admin fee / account holder | $84 | $566-85.2% | $8,175-99.0% | $592-85.9% |