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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $18,333 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,412 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON BENEFITS, INC. Service code 49 · EIN 95-4439015 48 DUNHAM RD · BEVERLY, MA 01915 | Other Services | $5,818 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,791 | $106,524+3.1% | $152,301-27.9% | $87,485+25.5% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.4%-4.9pp | 68.9%+8.6pp |
| Annual return | 14.10% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $4,267 | $3,371+26.6% | $4,624-7.7% | $2,596+64.3% |
| Participant deferral / active EE | $9,934 | $6,525+52.2% | $8,004+24.1% | $4,274+132.4% |
| Admin fee / account holder | $102 | $8,287-98.8% | $14,398-99.3% | $7,775-98.7% |