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 | $52,757 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 22 · EIN 71-0294708 | Insurance Broker | $11,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,874 | $52,346+16.3% | $143,801-57.7% | $78,104-22.1% |
| Participation rate | 26.0% | 72.7%-46.7pp | 80.3%-54.3pp | 74.5%-48.5pp |
| Annual return | -14.61% | -14.19%-0.4pp | -0.04%-14.6pp | 10.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $1,838 | $3,800-51.6% | $5,639-67.4% | $5,089-63.9% |
| Admin fee / account holder | $20 | $63-68.1% | $14,680-99.9% | $79-74.3% |