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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,066 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 99 | Other Fees | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
THE ALLOCATION COMPANY2 years Service code 49 · EIN 71-0294708 STE 500 800 TOWN AND COUNTRY BLVD · HOUSTON, TX 77024 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $82,238 | $106,247-22.6% | $147,096-44.1% | $77,714+5.8% |
| Participation rate | 52.5% | 78.4%-25.9pp | 82.2%-29.7pp | 70.6%-18.1pp |
| Annual return | 14.71% | 56.87%-42.2pp | 419.75%-405.0pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,547 | $4,069-62.0% | $4,936-68.7% | $2,727-43.3% |
| Participant deferral / active EE | $3,353 | $7,996-58.1% | $8,071-58.5% | $4,649-27.9% |
| Admin fee / account holder | $72 | $338-78.7% | $13,005-99.4% | $433-83.3% |