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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 04-3339733 | Other Fees | $16,723 |
Service code 49 · EIN 04-2530412 | Other Services | $16,347 |
SAMET & COMPANY PC5 years Filed as: SAMET & COMPANY, PC Service code 99 · EIN 04-3027605 | Other Fees | $12,500 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,449 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,859 | $104,336-25.4% | $159,487-51.2% | $86,821-10.3% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.8%+14.6pp | 72.3%+25.1pp |
| Annual return | 16.18% | 26.32%-10.1pp | 263.71%-247.5pp | 97.94%-81.8pp |
| Employer contribution / active EE | $4,052 | $3,451+17.4% | $4,831-16.1% | $2,406+68.4% |
| Participant deferral / active EE | $8,419 | $6,837+23.1% | $7,354+14.5% | $4,132+103.8% |
| Admin fee / account holder | $60 | $172-65.2% | $10,804-99.4% | $170-64.6% |