Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $52,743 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 22 · EIN 71-0294708 | Insurance Broker | $10,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,748 | $63,259+73.5% | $178,510-38.5% | $93,223+17.7% |
| Participation rate | 17.5% | 72.1%-54.6pp | 81.9%-64.4pp | 74.9%-57.4pp |
| Annual return | 17.15% | 19.93%-2.8pp | 151.13%-134.0pp | 19.29%-2.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $1,677 | $3,372-50.3% | $5,202-67.8% | $4,563-63.2% |
| Admin fee / account holder | $33 | $58-43.7% | $13,988-99.8% | $79-58.8% |