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| Provider | Service type | Compensation |
|---|---|---|
FLAGEL HUBER FLAGEL2 years Service code 99 · EIN 11-1000111 | Other Fees | $5,000 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,938 |
TRI-AD ACTUARIES, INC.6+ years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 99 · EIN 31-1214674 | Other Fees | $2,846 |
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,984 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,312 | $99,957+46.4% | $149,745-2.3% | $73,497+99.1% |
| Participation rate | 89.9% | 75.7%+14.2pp | 82.5%+7.4pp | 70.7%+19.2pp |
| Annual return | 15.27% | 53.87%-38.6pp | 276.72%-261.5pp | 28.51%-13.2pp |
| Employer contribution / active EE | $821 | $3,191-74.3% | $4,646-82.3% | $2,270-63.8% |
| Participant deferral / active EE | $11,727 | $6,073+93.1% | $6,843+71.4% | $3,740+213.6% |
| Admin fee / account holder | $77 | $551-86.1% | $9,312-99.2% | $513-85.1% |