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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $14,649 |
Filed as: BEACON BENEFITS, INC. Service code 49 | Other Services | $3,531 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return 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 | $56,774 | $91,474-37.9% | $135,982-58.2% | $71,529-20.6% |
| Participation rate | 70.5% | 75.7%-5.2pp | 81.9%-11.5pp | 67.9%+2.5pp |
| Annual return | 16.20% | 29.89%-13.7pp | 68.32%-52.1pp | 28.97%-12.8pp |
| Employer contribution / active EE | $2,957 | $3,705-20.2% | $4,859-39.1% | $2,590+14.2% |
| Participant deferral / active EE | $8,842 | $7,095+24.6% | $7,760+13.9% | $4,291+106.0% |
| Admin fee / account holder | $60 | $1,267-95.2% | $10,767-99.4% | $1,588-96.2% |