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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 01-0228316 | Other Fees | $31,643 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,434 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 99 · EIN 01-0228316 | Other Fees | $12,827 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,023 | $104,336+103.2% | $159,474+33.0% | $86,821+144.2% |
| Participation rate | 83.3% | 77.7%+5.6pp | 82.8%+0.5pp | 72.3%+11.0pp |
| Annual return | 14.22% | 26.32%-12.1pp | 263.68%-249.5pp | 97.94%-83.7pp |
| Employer contribution / active EE | $4,097 | $3,451+18.7% | $4,831-15.2% | $2,406+70.3% |
| Participant deferral / active EE | $7,672 | $6,837+12.2% | $7,353+4.3% | $4,132+85.7% |
| Admin fee / account holder | $187 | $172+8.6% | $10,802-98.3% | $170+10.3% |