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 | $193,499 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,115 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $64,353 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
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 | $60,730 | $112,582-46.1% | $105,624-42.5% | $200,096-69.6% |
| Participation rate | 69.2% | 86.3%-17.1pp | 75.3%-6.1pp | 72.0%-2.8pp |
| Annual return | 14.27% | 15.58%-1.3pp | 116.20%-101.9pp | 34.26%-20.0pp |
| Employer contribution / active EE | $5,536 | $4,580+20.9% | $3,168+74.8% | $3,038+82.3% |
| Participant deferral / active EE | $0 | $6,655-100.0% | $5,013-100.0% | $5,090-100.0% |
| Admin fee / account holder | $54 | $107-49.2% | $10,961-99.5% | $269-79.8% |