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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 | $55,470-49.4% | $155,556-82.0% | $74,478-62.3% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-4.9pp | 67.2%+6.1pp |
| Annual return | 13.88% | 269.80%-255.9pp | 64.84%-51.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $962 | $2,267-57.6% | $4,675-79.4% | $2,626-63.4% |
| Participant deferral / active EE | $903 | $2,838-68.2% | $5,631-84.0% | $4,350-79.2% |
| Admin fee / account holder | $23 | $1,744-98.7% | $15,885-99.9% | $1,946-98.8% |