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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $53,003 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $24,501 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $20,203 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL PARKER, LLC Service code 99 · EIN 22-2000222 | Other Fees | $13,705 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,261 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,261 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,106 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,612 | $95,417+96.6% | $135,974+38.0% | $74,460+152.0% |
| Participation rate | 97.7% | 78.2%+19.5pp | 81.9%+15.8pp | 70.7%+26.9pp |
| Annual return | 17.86% | 32.76%-14.9pp | 68.30%-50.4pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,445 | $3,878+40.4% | $4,859+12.1% | $2,638+106.4% |
| Participant deferral / active EE | $10,254 | $7,789+31.6% | $7,760+32.1% | $4,530+126.4% |
| Admin fee / account holder | $300 | $266+12.6% | $10,767-97.2% | $348-13.9% |