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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 44-1445249 | Other Fees | $10,966 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SPECIALISTS LTD Service code 49 10501 N 2ND STREET · MACHESNEY PARK, IL 61115 | Other Services | $6,552 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,178 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,824 | $122,042-52.6% | $184,260-68.6% | $74,459-22.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 23.52% | 19.91%+3.6pp | 28.84%-5.3pp | 1369.70%-1346.2pp |
| Employer contribution / active EE | $9,768 | $4,537+115.3% | $6,427+52.0% | $2,626+272.0% |
| Participant deferral / active EE | $11,857 | $7,143+66.0% | $9,133+29.8% | $4,350+172.6% |
| Admin fee / account holder | $35 | $1,252-97.2% | $13,898-99.7% | $1,945-98.2% |