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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS2+ years Service code 49 · EIN 11-3271022 | Other Services | $1,249 |
MORNINGSTAR2+ years Service code 26 | Advisory (Participants) | $760 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,947 | $78,015-84.7% | $178,505-93.3% | $80,959-85.2% |
| Participation rate | 96.4% | 65.7%+30.7pp | 77.1%+19.3pp | 67.7%+28.7pp |
| Annual return | 12.70% | 18.10%-5.4pp | 27.16%-14.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,668 | $2,281-26.9% | $3,955-57.8% | $2,757-39.5% |
| Participant deferral / active EE | $2,441 | $4,406-44.6% | $6,280-61.1% | $4,300-43.2% |
| Admin fee / account holder | $60 | $7,160-99.2% | $10,428-99.4% | $6,925-99.1% |