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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,525 |
Employer contribution per participant 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 | $196,256 | $122,042+60.8% | $184,243+6.5% | $74,429+163.7% |
| Participation rate | 79.4% | 85.5%-6.1pp | 86.8%-7.5pp | 67.2%+12.2pp |
| Annual return | 18.33% | 19.91%-1.6pp | 28.82%-10.5pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $531 | $4,538-88.3% | $6,427-91.7% | $2,625-79.8% |
| Participant deferral / active EE | $16,174 | $7,143+126.4% | $9,132+77.1% | $4,348+272.0% |
| Admin fee / account holder | $8 | $1,252-99.4% | $13,914-99.9% | $1,944-99.6% |