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 | Securities brokerage; Other fees | $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 | $35,730-14.4% | $158,223-80.7% | $83,436-63.3% |
| Participation rate | 24.6% | 59.7%-35.0pp | 79.2%-54.6pp | 73.2%-48.5pp |
| Annual return | 13.15% | 53.13%-40.0pp | 52.09%-38.9pp | 19.34%-6.2pp |
| Employer contribution / active EE | $83 | $1,450-94.3% | $4,109-98.0% | $4,072-98.0% |
| Participant deferral / active EE | $1,278 | $1,698-24.8% | $5,467-76.6% | $3,411-62.5% |
| Admin fee / account holder | $144 | $165-12.4% | $16,047-99.1% | $265-45.6% |