Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $89,670-30.6% | $121,663-48.9% | $89,670-30.6% |
| Participation rate | 84.2% | 71.2%+13.0pp | 74.5%+9.7pp | 71.2%+13.0pp |
| Annual return | 4.57% | 19.66%-15.1pp | 147.54%-143.0pp | 19.66%-15.1pp |
| Employer contribution / active EE | $6,917 | $4,041+71.1% | $3,020+129.0% | $4,041+71.1% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,887-100.0% | $3,962-100.0% |
| Admin fee / account holder | $55 | $352-84.4% | $14,289-99.6% | $352-84.4% |