Filed November 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PACIFIC PORTFOLIO Service code 99 · EIN 20-3431077 | Other Fees | $42,024 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $20,304 |
GEFFEN MESHER1 year Filed as: GEFFEN MESHER COMPANY, P.C. Service code 99 · EIN 93-1042710 | Other Fees | $19,550 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $13,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,833 | $54,193-37.6% | $93,606-63.9% | $77,643-56.4% |
| Participation rate | 93.6% | 63.9%+29.6pp | 68.7%+24.8pp | 70.6%+23.0pp |
| Annual return | 13.93% | 30.54%-16.6pp | 133.20%-119.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $739 | $1,168-36.7% | $2,420-69.5% | $2,726-72.9% |
| Participant deferral / active EE | $5,672 | $3,144+80.4% | $4,411+28.6% | $4,647+22.0% |
| Admin fee / account holder | $269 | $576-53.2% | $8,285-96.8% | $430-37.5% |