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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FIN GROUP LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $0 |
THE ALLOCATION COMPANY4 years Filed as: THE ALLOCATION COMPANY, INC. Service code 49 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD 5TH FLOOR · HOUSTON, TX 77024 | Other Services | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA FINANCIAL SERVICES Service code 27 · EIN 95-4516049 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,684 | $64,728-34.1% | $114,563-62.7% | $64,728-34.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 72.9%+27.1pp | 57.9%+42.1pp |
| Annual return | 14.82% | 49.38%-34.6pp | 241.09%-226.3pp | 49.38%-34.6pp |
| Employer contribution / active EE | $745 | $2,243-66.8% | $2,592-71.2% | $2,243-66.8% |
| Participant deferral / active EE | $1,598 | $2,729-41.4% | $4,142-61.4% | $2,729-41.4% |
| Admin fee / account holder | $92 | $1,145-92.0% | $7,623-98.8% | $1,145-92.0% |