Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $73,307 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $22,169 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,631 | $44,960+63.8% | $84,966-13.3% | $74,495-1.2% |
| Participation rate | 86.2% | 49.4%+36.8pp | 67.5%+18.7pp | 67.2%+19.0pp |
| Annual return | -18.71% | 26.24%-44.9pp | 66.38%-85.1pp | 1364.94%-1383.6pp |
| Employer contribution / active EE | $3,009 | $1,457+106.5% | $2,727+10.3% | $2,623+14.7% |
| Participant deferral / active EE | $4,992 | $2,731+82.8% | $4,519+10.5% | $4,346+14.9% |
| Admin fee / account holder | $249 | $2,209-88.7% | $6,149-95.9% | $1,942-87.2% |