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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $22,711 |
VALIANT RETIRE INC.2 years Service code 15 · EIN 87-1649469 | Recordkeeping | $3,534 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return 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 | $26,548 | $46,688-43.1% | $189,758-86.0% | $69,733-61.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 6.21% | 14.35%-8.1pp | 52.62%-46.4pp | 15.22%-9.0pp |
| Employer contribution / active EE | $2,494 | $1,695+47.1% | $4,767-47.7% | $2,250+10.8% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $139 | $1,700-91.8% | $20,388-99.3% | $3,102-95.5% |