Filed September 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $37,624 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $35,775 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT LLP Service code 10 | Accounting | $20,870 |
THE RYDING COMPANY2+ years Service code 99 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Other Fees | $15,061 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Service code 10 · EIN 95-4345526 400 W VENTURA BLVD · CAMARILLO, CA 93010 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,640-100.0% | $80,977-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 75.8%-75.8pp | 70.2%-70.2pp |
| Annual return | 10.24% | 19.97%-9.7pp | 17.11%-6.9pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,880 | $2,085-9.8% | $3,715-49.4% | $1,974-4.7% |
| Participant deferral / active EE | $5,829 | $4,944+17.9% | $5,696+2.3% | $3,061+90.5% |
| Admin fee / account holder | $0 | $87-100.0% | $5,517-100.0% | $95-100.0% |