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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT AND ANNUITY CO. Service code 49 | Other Services | $6,826 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY NOVOTNY Service code 99 · EIN 34-0677006 | Other Fees | $2,875 |
TRINITY PENSION CONSULTANTS4 years Service code 49 · EIN 20-4548831 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,006 | $101,591-5.5% | $147,096-34.7% | $74,429+29.0% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.1pp | 67.2%+21.0pp |
| Annual return | 16.30% | 8746.45%-8730.2pp | 419.75%-403.4pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $1,456 | $3,813-61.8% | $4,936-70.5% | $2,625-44.5% |
| Participant deferral / active EE | $5,833 | $7,302-20.1% | $8,071-27.7% | $4,348+34.1% |
| Admin fee / account holder | $45 | $1,750-97.4% | $13,005-99.7% | $1,944-97.7% |