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) | $9,523 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,964 |
ASCENSUS LLC2+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 99 | Other Fees | $4,940 |
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 | $62,816 | $75,183-16.4% | $123,894-49.3% | $55,167+13.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 12.24% | 19.01%-6.8pp | 47.52%-35.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $3,922 | $2,823+38.9% | $4,617-15.1% | $1,963+99.8% |
| Participant deferral / active EE | $7,312 | $5,084+43.8% | $5,984+22.2% | $3,054+139.4% |
| Admin fee / account holder | $64 | $663-90.4% | $8,357-99.2% | $504-87.3% |