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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 17 · EIN 52-0783935 | Pension Consulting | $7,250 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,950 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $38,523 | $70,002-45.0% | $115,038-66.5% | $52,331-26.4% |
| Participation rate | 93.5% | 72.1%+21.4pp | 81.4%+12.1pp | 68.1%+25.4pp |
| Annual return | 3.40% | 4.04%-0.6pp | 26.14%-22.7pp | 4.54%-1.1pp |
| Employer contribution / active EE | $1,845 | $2,715-32.0% | $4,608-60.0% | $1,882-1.9% |
| Participant deferral / active EE | $5,104 | $4,920+3.7% | $6,026-15.3% | $3,022+68.9% |
| Admin fee / account holder | $64 | $566-88.6% | $8,175-99.2% | $592-89.1% |