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| Provider | Service type | Compensation |
|---|---|---|
FLAGEL HUBER FLAGEL4 years Service code 99 · EIN 11-1000111 | Other Fees | $15,188 |
LATITUDE SERVICE COMPANY INC2 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $14,541 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,376 | $84,493+43.7% | $125,381-3.2% | $66,938+81.3% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.5pp | 69.8%+25.1pp |
| Annual return | -16.26% | -8.49%-7.8pp | 572.31%-588.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,334 | $3,554-6.2% | $4,815-30.8% | $2,545+31.0% |
| Participant deferral / active EE | $13,338 | $6,783+96.6% | $7,448+79.1% | $4,238+214.7% |
| Admin fee / account holder | $122 | $685-82.2% | $10,007-98.8% | $594-79.5% |