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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 28 · EIN 71-0294708 | Investment Management | $10,109 |
OLAM AMERICAS INC1 year Filed as: OLAM AMERICAS, LLC Service code 99 · EIN 11-3662046 | Other Fees | $7,170 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,219 | $68,547-82.2% | $120,354-89.8% | $80,856-84.9% |
| Participation rate | 78.8% | 61.6%+17.2pp | 71.9%+6.9pp | 67.6%+11.1pp |
| Annual return | 3.83% | 23.60%-19.8pp | 107.15%-103.3pp | 35.59%-31.8pp |
| Employer contribution / active EE | $3,875 | $2,051+88.9% | $3,463+11.9% | $2,755+40.7% |
| Participant deferral / active EE | $7,017 | $3,173+121.1% | $4,991+40.6% | $4,296+63.3% |
| Admin fee / account holder | $52 | $5,732-99.1% | $9,423-99.4% | $6,918-99.3% |