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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYATECH, LLC Service code 49 · EIN 64-0932631 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Other Services | $0 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANN Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,187 | $90,064-31.0% | $100,392-38.1% | $77,736-20.0% |
| Participation rate | 26.7% | 81.3%-54.6pp | 81.5%-54.8pp | 70.6%-43.9pp |
| Annual return | 14.12% | 20.61%-6.5pp | 49.45%-35.3pp | 31.26%-17.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,085 | $8,282-74.8% | $8,090-74.2% | $4,651-55.2% |
| Admin fee / account holder | $334 | $172+94.4% | $7,904-95.8% | $433-22.8% |