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| Provider | Service type | Compensation |
|---|---|---|
ARKADIOS CAPITAL2 years Filed as: ARKADIOS WEALTH Service code 99 · EIN 82-1659517 | Other Fees | $21,497 |
Filed as: VOYA Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,389 |
Service code 49 | Other Services | $2,197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,784 | $91,439-49.9% | $135,974-66.3% | $71,511-36.0% |
| Participation rate | 86.2% | 75.7%+10.6pp | 81.9%+4.3pp | 67.9%+18.3pp |
| Annual return | 23.74% | 29.90%-6.2pp | 68.30%-44.6pp | 28.86%-5.1pp |
| Employer contribution / active EE | $3,678 | $3,705-0.7% | $4,859-24.3% | $2,589+42.1% |
| Participant deferral / active EE | $7,573 | $7,093+6.8% | $7,760-2.4% | $4,291+76.5% |
| Admin fee / account holder | $27 | $1,267-97.8% | $10,767-99.7% | $1,588-98.3% |