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| Provider | Service type | Compensation |
|---|---|---|
ARKADIOS CAPITAL3 years Filed as: ARKADIOS WEALTH Service code 99 · EIN 82-1659517 | Other Fees | $27,848 |
Filed as: VOYA Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,412 |
Service code 49 | Other Services | $3,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,677 | $101,591-36.3% | $147,096-56.0% | $74,429-13.1% |
| Participation rate | 82.7% | 75.5%+7.2pp | 82.2%+0.5pp | 67.2%+15.5pp |
| Annual return | 16.06% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $4,123 | $3,813+8.1% | $4,936-16.5% | $2,625+57.1% |
| Participant deferral / active EE | $8,895 | $7,302+21.8% | $8,071+10.2% | $4,348+104.6% |
| Admin fee / account holder | $53 | $1,750-97.0% | $13,005-99.6% | $1,944-97.3% |