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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,970 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 | Other Commissions | $11,610 |
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 | $60,476 | $75,183-19.6% | $123,894-51.2% | $55,167+9.6% |
| Participation rate | 74.3% | 72.8%+1.5pp | 81.4%-7.1pp | 69.0%+5.3pp |
| Annual return | 10.97% | 19.01%-8.0pp | 47.52%-36.5pp | 169.23%-158.3pp |
| Employer contribution / active EE | $4,215 | $2,823+49.3% | $4,617-8.7% | $1,963+114.8% |
| Participant deferral / active EE | $7,408 | $5,084+45.7% | $5,984+23.8% | $3,054+142.6% |
| Admin fee / account holder | $111 | $663-83.3% | $8,357-98.7% | $504-78.0% |