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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $78,494 |
ERISA SERVICES, INC.4 years Filed as: ERISA, INC. Service code 49 | Other Services | $57,903 |
Filed as: ROTHSCHILD INVESTEMENT CORP Service code 99 · EIN 36-2708660 | Other Fees | $42,500 |
MMA SECURITIES LLC3 years Filed as: MMA Service code 99 · EIN 36-3480013 | Other Fees | $16,900 |
ERISA SERVICES, INC.4 years Filed as: ERISA INC Service code 49 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,174 | $122,219+76.1% | $147,096+46.3% | $199,921+7.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 16.88% | 30.59%-13.7pp | 419.75%-402.9pp | 34.28%-17.4pp |
| Employer contribution / active EE | $11,556 | $4,096+182.1% | $4,936+134.1% | $3,035+280.7% |
| Participant deferral / active EE | $10,841 | $8,503+27.5% | $8,071+34.3% | $5,089+113.0% |
| Admin fee / account holder | $309 | $179+72.6% | $13,005-97.6% | $269+14.9% |