Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT & ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,506 |
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,411 |
Filed as: GENEOS Service code 99 · EIN 02-0580939 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,409 | $44,989+14.3% | $170,435-69.8% | $77,958-34.1% |
| Participation rate | 42.4% | 64.6%-22.2pp | 83.6%-41.2pp | 71.6%-29.2pp |
| Annual return | 19.92% | 19.61%+0.3pp | 205.94%-186.0pp | 20.87%-0.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,667 | $2,208+20.8% | $4,939-46.0% | $3,537-24.6% |
| Admin fee / account holder | $15 | $69-77.8% | $13,881-99.9% | $97-84.3% |