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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $22,575 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $4,090 |
Filed as: ASSOCIATED PENSION Service code 49 · EIN 11-3271022 | Other Services | $0 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,562 | $79,694+77.6% | $96,161+47.2% | $79,393+78.3% |
| Participation rate | 98.1% | 54.0%+44.1pp | 68.4%+29.7pp | 70.7%+27.4pp |
| Annual return | 13.28% | 40.84%-27.6pp | 192.01%-178.7pp | 116.87%-103.6pp |
| Employer contribution / active EE | $3,821 | $1,443+164.8% | $2,798+36.6% | $2,428+57.4% |
| Participant deferral / active EE | $5,253 | $2,539+106.9% | $4,349+20.8% | $4,046+29.8% |
| Admin fee / account holder | $22 | $630-96.4% | $5,538-99.6% | $627-96.4% |