Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AVINA FINANCIAL GROUP INC.3 years Service code 99 · EIN 81-3666918 | Other Fees | $28,153 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,641 | $65,125-63.7% | $143,797-83.6% | $66,949-64.7% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -15.45% | -11.13%-4.3pp | -0.04%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $3,605 | $2,362+52.6% | $4,952-27.2% | $2,545+41.6% |
| Participant deferral / active EE | $3,990 | $2,920+36.6% | $5,638-29.2% | $4,239-5.9% |
| Admin fee / account holder | $112 | $503-77.8% | $14,679-99.2% | $594-81.2% |