Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 99 · EIN 04-3516284 | Other Fees | $276,378 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $68,865 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $18,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,200 | $85,660-27.4% | $148,496-58.1% | $85,660-27.4% |
| Participation rate | 84.2% | 74.8%+9.3pp | 76.0%+8.1pp | 74.8%+9.3pp |
| Annual return | 4.57% | 19.52%-14.9pp | 12.33%-7.8pp | 19.52%-14.9pp |
| Employer contribution / active EE | $6,917 | $4,199+64.7% | $3,497+97.8% | $4,199+64.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,808-100.0% | $3,518-100.0% |
| Admin fee / account holder | $55 | $224-75.5% | $19,547-99.7% | $224-75.5% |