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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $14,378 |
BCJ CAPITAL MANAGEMENT LLC2 years Service code 99 · EIN 82-3738447 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $142,887 | $58,895+142.6% | $178,503-20.0% | $73,497+94.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.53% | 24.86%-11.3pp | 151.12%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $6,091 | $2,236+172.4% | $5,011+21.5% | $2,270+168.3% |
| Participant deferral / active EE | $4,392 | $2,567+71.1% | $5,202-15.6% | $3,740+17.4% |
| Admin fee / account holder | $296 | $400-26.0% | $13,987-97.9% | $513-42.2% |