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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 | $45,343-14.9% | $150,298-74.3% | $67,986-43.2% |
| Participation rate | 61.9% | 51.9%+10.0pp | 77.8%-15.9pp | 57.2%+4.6pp |
| Annual return | 9.99% | 33.28%-23.3pp | 62.79%-52.8pp | 31.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,263 | $2,055+10.1% | $5,453-58.5% | $3,358-32.6% |
| Admin fee / account holder | $201 | $2,250-91.1% | $14,116-98.6% | $3,203-93.7% |