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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 49 | Other Services | $4,275 |
TULL FORSBERG & OLSON2 years Filed as: TULL FORSBERG AND OLSON PLC Service code 99 · EIN 11-1000111 | Other Fees | $1,759 |
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 | $66,954 | $89,225-25.0% | $133,698-49.9% | $74,478-10.1% |
| Participation rate | 49.7% | 69.4%-19.7pp | 76.4%-26.7pp | 67.2%-17.5pp |
| Annual return | 12.35% | 22.76%-10.4pp | 580.90%-568.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $1,516 | $2,816-46.1% | $4,218-64.0% | $2,626-42.3% |
| Participant deferral / active EE | $2,978 | $4,597-35.2% | $7,016-57.5% | $4,350-31.5% |
| Admin fee / account holder | $34 | $1,545-97.8% | $6,703-99.5% | $1,946-98.2% |