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| Provider | Service type | Compensation |
|---|---|---|
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 | Investment Management | $24,745 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,617 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 28 · EIN 71-0294708 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 4.26% | 4.23%0pp | 3.97%+0.3pp | 4.56%-0.3pp |
| Employer contribution / active EE | $16,456 | $16,147+1.9% | $28,168-41.6% | $15,526+6.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |