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| Provider | Service type | Compensation |
|---|---|---|
SAMET & COMPANY PC6 years Filed as: SAMET & COMPANY, PC Service code 99 · EIN 04-3027605 | Other Fees | $38,625 |
Service code 49 · EIN 04-2530412 | Other Services | $17,359 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,679 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,415 | $82,188-10.7% | $125,391-41.5% | $64,824+13.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.98% | 3.50%-19.5pp | 572.41%-588.4pp | 32.84%-48.8pp |
| Employer contribution / active EE | $3,656 | $3,617+1.1% | $4,816-24.1% | $2,507+45.8% |
| Participant deferral / active EE | $8,747 | $7,177+21.9% | $7,448+17.4% | $4,311+102.9% |
| Admin fee / account holder | $143 | $163-12.1% | $10,009-98.6% | $188-23.6% |