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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $66,598 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 99 · EIN 03-0271340 | Other Fees | $9,000 |
Filed as: TRG RETIREMENT PLAN CONSULTANTS Service code 99 · EIN 11-1000111 | Other Fees | $7,314 |
Filed as: TRG INVESTMENT ADVISORS Service code 99 · EIN 44-4000444 | Other Fees | $6,567 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $198 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,802 | $46,332-11.9% | $143,797-71.6% | $64,824-37.1% |
| Participation rate | 96.8% | 64.2%+32.6pp | 80.3%+16.5pp | 71.5%+25.3pp |
| Annual return | -13.11% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $3,630 | $1,911+89.9% | $4,952-26.7% | $2,507+44.8% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $103 | $154-32.8% | $14,679-99.3% | $188-44.9% |