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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,384 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 99 | Other Fees | $0 |
THE ALLOCATION COMPANY3 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,392 | $119,446-25.2% | $150,045-40.4% | $85,563+4.5% |
| Participation rate | 27.8% | 75.4%-47.7pp | 82.3%-54.6pp | 66.0%-38.2pp |
| Annual return | 14.63% | 23.72%-9.1pp | 62.55%-47.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $2,033 | $4,078-50.2% | $4,693-56.7% | $2,654-23.4% |
| Participant deferral / active EE | $4,431 | $7,985-44.5% | $7,997-44.6% | $4,375+1.3% |
| Admin fee / account holder | $91 | $548-83.3% | $13,435-99.3% | $834-89.0% |