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| Provider | Service type | Compensation |
|---|---|---|
SAMET & COMPANY PC4 years Filed as: SAMET & COMPANY, PC Service code 99 · EIN 04-3027605 | Other Fees | $12,000 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,773 |
Service code 99 · EIN 04-2530412 | Other Fees | $291 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $225 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,026 | $100,801-32.5% | $149,745-54.6% | $73,412-7.3% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.5%+13.4pp | 72.2%+23.7pp |
| Annual return | 15.82% | 265.34%-249.5pp | 276.72%-260.9pp | 59.30%-43.5pp |
| Employer contribution / active EE | $4,058 | $3,312+22.5% | $4,646-12.7% | $2,234+81.7% |
| Participant deferral / active EE | $7,418 | $6,404+15.8% | $6,843+8.4% | $3,806+94.9% |
| Admin fee / account holder | $44 | $181-75.6% | $9,312-99.5% | $158-72.1% |