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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $7,050 |
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 6400 MAIN STREET, SUITE 210 · WILLIAMSVILLE, NY 14221 | Contract Administrator | $6,278 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,983 |
VALIANT RETIRE INC.1 year Service code 15 · EIN 87-1649469 | Recordkeeping | $957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,797 | $55,437-48.1% | $155,534-81.5% | $74,459-61.3% |
| Participation rate | 69.1% | 61.9%+7.2pp | 78.2%-9.1pp | 67.2%+1.9pp |
| Annual return | 22.71% | 269.58%-246.9pp | 64.92%-42.2pp | 1369.70%-1347.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,564 | $2,837-9.6% | $5,630-54.5% | $4,350-41.0% |
| Admin fee / account holder | $110 | $1,742-93.7% | $15,900-99.3% | $1,945-94.4% |