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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $466,548 |
PINNACLE PENSION SERVICES2 years Service code 49 · EIN 82-0433443 | Other Services | $96,463 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,439 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,393 | $95,388+11.5% | $125,401-15.2% | $77,906+36.6% |
| Participation rate | 92.0% | 78.6%+13.4pp | 82.4%+9.6pp | 73.7%+18.3pp |
| Annual return | -22.05% | 116.19%-138.2pp | 572.53%-594.6pp | 12.16%-34.2pp |
| Employer contribution / active EE | $3,244 | $3,666-11.5% | $4,816-32.6% | $2,846+14.0% |
| Participant deferral / active EE | $13,008 | $7,711+68.7% | $7,448+74.6% | $4,805+170.7% |
| Admin fee / account holder | $17 | $119-86.0% | $10,008-99.8% | $133-87.4% |