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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $19,722 |
BCJ CAPITAL MANAGEMENT LLC3 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,171 | $61,166+160.2% | $185,849-14.4% | $79,391+100.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 16.20% | 19.45%-3.2pp | 122.10%-105.9pp | 116.88%-100.7pp |
| Employer contribution / active EE | $8,164 | $2,321+251.7% | $5,169+57.9% | $2,428+236.3% |
| Participant deferral / active EE | $5,164 | $2,789+85.2% | $5,569-7.3% | $4,046+27.6% |
| Admin fee / account holder | $472 | $710-33.5% | $16,244-97.1% | $627-24.7% |