Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $27,042 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,390 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,865 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,868 | $45,000+19.7% | $143,797-62.5% | $77,906-30.9% |
| Participation rate | 54.8% | 66.8%-12.0pp | 80.3%-25.5pp | 73.7%-18.9pp |
| Annual return | -14.08% | 29.03%-43.1pp | -0.04%-14.0pp | 12.16%-26.2pp |
| Employer contribution / active EE | $1,076 | $1,870-42.4% | $4,952-78.3% | $2,846-62.2% |
| Participant deferral / active EE | $4,393 | $3,157+39.2% | $5,638-22.1% | $4,805-8.6% |
| Admin fee / account holder | $56 | $98-43.5% | $14,679-99.6% | $133-58.0% |