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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 | $43,496-11.2% | $161,489-76.1% | $64,340-40.0% |
| Participation rate | 61.9% | 53.5%+8.3pp | 78.7%-16.8pp | 55.2%+6.6pp |
| Annual return | 9.99% | 20.76%-10.8pp | 89.72%-79.7pp | 24.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,263 | $1,996+13.4% | $5,630-59.8% | $2,980-24.1% |
| Admin fee / account holder | $201 | $2,330-91.4% | $16,006-98.7% | $3,703-94.6% |