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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Service code 99 · EIN 74-2794194 | Other Fees | $55,379 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $53,721 |
Service code 49 · EIN 36-4212397 | Other Services | $16,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,166 | $66,004+6.3% | $81,820-14.2% | $77,714-9.7% |
| Participation rate | 55.0% | 65.8%-10.8pp | 72.4%-17.4pp | 70.6%-15.6pp |
| Annual return | 16.80% | 26.65%-9.9pp | 777.93%-761.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $1,848 | $2,375-22.2% | $2,915-36.6% | $2,727-32.2% |
| Participant deferral / active EE | $3,903 | $3,508+11.3% | $4,323-9.7% | $4,649-16.1% |
| Admin fee / account holder | $94 | $527-82.1% | $7,391-98.7% | $433-78.2% |