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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,606 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 27 | Advisory (Plan) | $7,606 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 49 6 RHOADS DRIVE · UTICA, NY 13502 | Other Services | $5,573 |
Filed as: VOYA RET INSURANCE AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,789 | $52,450+78.8% | $129,295-27.5% | $74,546+25.8% |
| Participation rate | 57.2% | 53.8%+3.4pp | 69.6%-12.4pp | 67.2%-10.0pp |
| Annual return | 12.44% | 15.65%-3.2pp | 9429.28%-9416.8pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $723 | $1,532-52.8% | $4,157-82.6% | $2,624-72.5% |
| Participant deferral / active EE | $5,642 | $2,797+101.7% | $4,169+35.3% | $4,347+29.8% |
| Admin fee / account holder | $31 | $2,636-98.8% | $7,665-99.6% | $1,944-98.4% |