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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $19,911 |
PACE FIDUCIARY SERVICES LLC2 years Service code 99 · EIN 82-3334300 | Other Fees | $4,978 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $2,992 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $198 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,962 | $81,208+126.5% | $98,920+86.0% | $79,856+130.4% |
| Participation rate | 77.0% | 72.5%+4.5pp | 76.0%+1.0pp | 69.6%+7.4pp |
| Annual return | 19.30% | 60.99%-41.7pp | 196.47%-177.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,697 | $1,960+88.7% | $2,689+37.5% | $2,471+49.6% |
| Participant deferral / active EE | $8,089 | $3,265+147.7% | $4,245+90.5% | $3,741+116.2% |
| Admin fee / account holder | $358 | $6,013-94.0% | $6,643-94.6% | $5,306-93.3% |