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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $33,733 |
SIKICH LLP10+ years Filed as: SIKICH Service code 99 · EIN 36-3168081 | Other Fees | $16,340 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,014 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,631 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,830 | $50,919+231.6% | $155,556+8.5% | $77,762+117.1% |
| Participation rate | 95.3% | 63.1%+32.3pp | 78.2%+17.1pp | 70.6%+24.8pp |
| Annual return | 15.97% | 34.84%-18.9pp | 64.84%-48.9pp | 31.27%-15.3pp |
| Employer contribution / active EE | $2,535 | $1,991+27.3% | $4,675-45.8% | $2,728-7.1% |
| Participant deferral / active EE | $10,817 | $2,824+283.0% | $5,631+92.1% | $4,651+132.6% |
| Admin fee / account holder | $102 | $437-76.5% | $15,885-99.4% | $433-76.3% |