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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $246 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 99 · EIN 43-1451524 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,501 | $70,917-69.7% | $98,920-78.3% | $73,497-70.7% |
| Participation rate | 69.4% | 73.8%-4.4pp | 76.0%-6.6pp | 70.7%-1.2pp |
| Annual return | 14.00% | 34.18%-20.2pp | 196.47%-182.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $531 | $2,037-73.9% | $2,689-80.3% | $2,270-76.6% |
| Participant deferral / active EE | $3,006 | $3,501-14.1% | $4,245-29.2% | $3,740-19.6% |
| Admin fee / account holder | $26 | $535-95.1% | $6,643-99.6% | $513-94.9% |