Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,540 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS Service code 99 · EIN 02-0580939 | Other Fees | $0 |
Filed as: VOYA RETIREMENT & ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,122 | $45,382+1.6% | $154,108-70.1% | $75,289-38.7% |
| Participation rate | 44.3% | 65.9%-21.5pp | 83.0%-38.7pp | 72.4%-28.1pp |
| Annual return | -3.93% | -0.47%-3.5pp | 735.21%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,841 | $2,384+19.2% | $5,081-44.1% | $3,739-24.0% |
| Admin fee / account holder | $21 | $89-76.7% | $13,411-99.8% | $102-79.7% |