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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $7,916 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 99 · EIN 48-1305000 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,056 | $55,446-49.4% | $155,574-82.0% | $74,429-62.3% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-4.9pp | 67.2%+6.1pp |
| Annual return | 13.88% | 269.20%-255.3pp | 64.87%-51.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $962 | $2,266-57.6% | $4,676-79.4% | $2,625-63.4% |
| Participant deferral / active EE | $903 | $2,836-68.1% | $5,629-84.0% | $4,348-79.2% |
| Admin fee / account holder | $23 | $1,743-98.7% | $15,914-99.9% | $1,944-98.8% |