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| Provider | Service type | Compensation |
|---|---|---|
ARKADIOS CAPITAL1 year Filed as: ARKADIOS Service code 99 | Other Fees | $16,313 |
Filed as: VOYA Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,813 |
ARKADIOS CAPITAL1 year Filed as: ARKADIOS WEALTH Service code 99 · EIN 82-1659517 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,076 | $84,493-59.7% | $125,381-72.8% | $66,938-49.1% |
| Participation rate | 67.9% | 76.4%-8.5pp | 82.4%-14.5pp | 69.8%-1.9pp |
| Annual return | -17.48% | -8.49%-9.0pp | 572.31%-589.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,283 | $3,554-7.6% | $4,815-31.8% | $2,545+29.0% |
| Participant deferral / active EE | $6,932 | $6,783+2.2% | $7,448-6.9% | $4,238+63.5% |
| Admin fee / account holder | $23 | $685-96.6% | $10,007-99.8% | $594-96.1% |