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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $30,000 |
SETAWAY LLC1 year Filed as: SETAWAY, LLC Service code 99 · EIN 46-5055797 | Other Fees | $14,780 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,291 |
ASCENSUS LLC2 years Filed as: ACENSUS Service code 99 · EIN 11-3665754 | Other Fees | $5,333 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,981 | $110,483+84.6% | $145,433+40.3% | $79,634+156.1% |
| Participation rate | 99.2% | 71.1%+28.1pp | 82.1%+17.1pp | 62.5%+36.7pp |
| Annual return | 16.91% | 24.62%-7.7pp | 66.58%-49.7pp | 36.46%-19.6pp |
| Employer contribution / active EE | $8,043 | $4,053+98.5% | $4,554+76.6% | $2,529+218.0% |
| Participant deferral / active EE | $10,486 | $7,216+45.3% | $7,897+32.8% | $3,835+173.5% |
| Admin fee / account holder | $267 | $680-60.8% | $13,129-98.0% | $1,002-73.4% |