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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $25,739 |
VALIANT RETIRE INC.2 years Service code 15 · EIN 87-1649469 | Recordkeeping | $3,222 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,605 | $46,688-17.3% | $189,758-79.7% | $69,733-44.6% |
| Participation rate | 61.9% | 61.7%+0.2pp | 79.8%-17.9pp | 62.5%-0.6pp |
| Annual return | 9.99% | 14.35%-4.4pp | 52.62%-42.6pp | 15.22%-5.2pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,263 | $2,143+5.6% | $5,856-61.4% | $3,054-25.9% |
| Admin fee / account holder | $201 | $1,700-88.2% | $20,388-99.0% | $3,102-93.5% |