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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 99 · EIN 43-1451524 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,194 | $72,620-65.3% | $90,756-72.2% | $66,930-62.4% |
| Participation rate | 59.9% | 73.7%-13.8pp | 75.7%-15.8pp | 69.8%-9.9pp |
| Annual return | -17.44% | -12.28%-5.2pp | -12.16%-5.3pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,452 | $2,369-38.7% | $2,922-50.3% | $2,545-43.0% |
| Participant deferral / active EE | $3,709 | $3,979-6.8% | $4,565-18.7% | $4,238-12.5% |
| Admin fee / account holder | $74 | $707-89.6% | $8,445-99.1% | $593-87.6% |