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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $56,663 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $37,500 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL PARKER, LLC Service code 99 · EIN 01-0523282 | Other Fees | $14,440 |
ASCENSUS LLC1 year Filed as: ACENSUS Service code 99 · EIN 82-3719843 | Other Fees | $13,504 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,094 | $106,264+75.1% | $147,117+26.5% | $77,762+139.3% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 13.73% | 56.94%-43.2pp | 420.54%-406.8pp | 31.27%-17.5pp |
| Employer contribution / active EE | $5,843 | $4,074+43.4% | $4,932+18.5% | $2,728+114.2% |
| Participant deferral / active EE | $9,875 | $8,003+23.4% | $8,065+22.5% | $4,651+112.3% |
| Admin fee / account holder | $318 | $334-4.8% | $12,993-97.6% | $433-26.5% |