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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN, PC Service code 99 · EIN 22-2027091 | Other Fees | $14,675 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,750 |
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 | $174,462 | $75,183+132.0% | $123,894+40.8% | $55,167+216.2% |
| Participation rate | 70.8% | 72.8%-2.1pp | 81.4%-10.7pp | 69.0%+1.8pp |
| Annual return | 8.64% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $974 | $2,823-65.5% | $4,617-78.9% | $1,963-50.4% |
| Participant deferral / active EE | $4,650 | $5,084-8.5% | $5,984-22.3% | $3,054+52.3% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-96.0% |