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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $7,364 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,155 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,929 | $52,884-68.0% | $84,753-80.0% | $55,167-69.3% |
| Participation rate | 38.1% | 67.5%-29.4pp | 76.6%-38.5pp | 69.0%-30.9pp |
| Annual return | 2.07% | 18.03%-16.0pp | 22.78%-20.7pp | 169.23%-167.2pp |
| Employer contribution / active EE | $699 | $2,233-68.7% | $3,574-80.4% | $1,963-64.4% |
| Participant deferral / active EE | $1,578 | $2,644-40.3% | $3,712-57.5% | $3,054-48.3% |
| Admin fee / account holder | $73 | $581-87.4% | $5,333-98.6% | $504-85.4% |