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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,120 |
FRANKLIN TEMPLETON10+ years Filed as: FRANKLIN TEMPLETON DISTRIBUTORS Service code 64 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Recordkeeping Fees | $180 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,986 | $60,305-38.7% | $81,780-54.8% | $74,400-50.3% |
| Participation rate | 58.7% | 62.9%-4.2pp | 72.4%-13.7pp | 67.2%-8.5pp |
| Annual return | 11.63% | 16.89%-5.3pp | 776.27%-764.6pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $1,006 | $2,623-61.6% | $2,914-65.5% | $2,624-61.7% |
| Participant deferral / active EE | $1,280 | $3,390-62.2% | $4,321-70.4% | $4,348-70.6% |
| Admin fee / account holder | $7 | $1,484-99.5% | $7,384-99.9% | $1,944-99.6% |