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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 | $122,128+76.2% | $147,117+46.3% | $200,096+7.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 16.88% | 30.58%-13.7pp | 420.54%-403.7pp | 34.26%-17.4pp |
| Employer contribution / active EE | $11,556 | $4,093+182.4% | $4,932+134.3% | $3,038+280.4% |
| Participant deferral / active EE | $10,841 | $8,484+27.8% | $8,065+34.4% | $5,090+113.0% |
| Admin fee / account holder | $309 | $180+72.3% | $12,993-97.6% | $269+14.8% |