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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 49 | Other Services | $4,979 |
TULL FORSBERG & OLSON3 years Filed as: TULL FORSBERG AND OLSON PLC Service code 99 · EIN 11-1000111 | Other Fees | $1,859 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $0 |
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 | $83,273 | $84,685-1.7% | $142,942-41.7% | $67,986+22.5% |
| Participation rate | 54.3% | 61.4%-7.1pp | 76.8%-22.6pp | 57.2%-2.9pp |
| Annual return | 17.07% | 35.89%-18.8pp | 113.70%-96.6pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,679 | $2,263-25.8% | $4,139-59.4% | $2,019-16.8% |
| Participant deferral / active EE | $3,553 | $3,832-7.3% | $7,128-50.2% | $3,358+5.8% |
| Admin fee / account holder | $36 | $3,229-98.9% | $12,475-99.7% | $3,203-98.9% |