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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,219 | $68,880-82.3% | $120,580-89.9% | $80,959-84.9% |
| Participation rate | 78.8% | 61.7%+17.1pp | 72.0%+6.8pp | 67.7%+11.1pp |
| Annual return | 3.83% | 23.68%-19.8pp | 107.48%-103.6pp | 35.67%-31.8pp |
| Employer contribution / active EE | $3,875 | $2,066+87.6% | $3,469+11.7% | $2,757+40.6% |
| Participant deferral / active EE | $7,017 | $3,191+119.9% | $4,995+40.5% | $4,300+63.2% |
| Admin fee / account holder | $52 | $5,785-99.1% | $9,418-99.4% | $6,925-99.3% |