Filed February 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $16,187 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,693 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,255 |
Filed as: VOYA RETIREMENT AND INSURANCE ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,820 | $73,125-64.7% | $125,195-79.4% | $77,775-66.8% |
| Participation rate | 63.0% | 79.4%-16.4pp | 79.8%-16.8pp | 73.2%-10.2pp |
| Annual return | 26.40% | 24.71%+1.7pp | 43.79%-17.4pp | 32.58%-6.2pp |
| Employer contribution / active EE | $630 | $2,413-73.9% | $3,866-83.7% | $2,504-74.8% |
| Participant deferral / active EE | $1,567 | $3,966-60.5% | $4,937-68.3% | $3,966-60.5% |
| Admin fee / account holder | $61 | $89-32.2% | $9,704-99.4% | $100-39.4% |