Filed September 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NIELSEN INSURANCE GROUP INC4 years Filed as: NEILSON INSURANCE GROUP, INC. Service code 99 · EIN 77-0507280 P.O. BOX 6549 · THOUSAND OAKS, CA 91359 | Other Fees | $115,287 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 26 · EIN 36-4317381 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $31,157 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $15,995 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $0 |
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 | $114,360 | $78,781+45.2% | $100,535+13.8% | $73,412+55.8% |
| Participation rate | 97.5% | 80.0%+17.4pp | 79.4%+18.1pp | 72.2%+25.3pp |
| Annual return | 15.89% | 31.69%-15.8pp | 30.90%-15.0pp | 59.30%-43.4pp |
| Employer contribution / active EE | $3,631 | $2,420+50.0% | $3,419+6.2% | $2,234+62.5% |
| Participant deferral / active EE | $7,736 | $6,537+18.3% | $6,271+23.4% | $3,806+103.3% |
| Admin fee / account holder | $203 | $145+40.0% | $8,085-97.5% | $158+28.8% |