Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $65,571 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other fees; Securities brokerage | $24,562 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNES, LLC Service code 49 | Other Services | $6,093 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $30,599 | $38,006-19.5% | $161,489-81.1% | $89,670-65.9% |
| Participation rate | 24.6% | 55.7%-31.1pp | 78.7%-54.1pp | 71.2%-46.5pp |
| Annual return | 13.15% | 51.85%-38.7pp | 89.72%-76.6pp | 19.66%-6.5pp |
| Employer contribution / active EE | $83 | $1,536-94.6% | $4,268-98.1% | $4,041-98.0% |
| Participant deferral / active EE | $1,278 | $1,865-31.5% | $5,630-77.3% | $3,962-67.8% |
| Admin fee / account holder | $144 | $249-42.1% | $16,006-99.1% | $352-59.0% |