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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 | Other Fees | $14,933 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,835 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,642 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH , INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,277 | $79,223-31.5% | $102,460-47.0% | $74,478-27.1% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 13.77% | 54.98%-41.2pp | 29.47%-15.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $4,076 | $2,363+72.5% | $3,025+34.7% | $2,626+55.2% |
| Participant deferral / active EE | $5,560 | $4,417+25.9% | $5,056+10.0% | $4,350+27.8% |
| Admin fee / account holder | $71 | $2,003-96.5% | $9,460-99.3% | $1,946-96.4% |