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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 17 · EIN 52-0783935 | Pension Consulting | $6,300 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,250 |
MORNINGSTAR2+ 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 | $52,117 | $75,183-30.7% | $123,894-57.9% | $55,167-5.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 81.4%+13.7pp | 69.0%+26.1pp |
| Annual return | 12.30% | 19.01%-6.7pp | 47.52%-35.2pp | 169.23%-156.9pp |
| Employer contribution / active EE | $743 | $2,823-73.7% | $4,617-83.9% | $1,963-62.1% |
| Participant deferral / active EE | $5,566 | $5,084+9.5% | $5,984-7.0% | $3,054+82.2% |
| Admin fee / account holder | $69 | $663-89.6% | $8,357-99.2% | $504-86.4% |