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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,019 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $9,019 |
SAGINAW PENSION SERVICES, INC.2+ years Service code 15 · EIN 38-2436967 | Recordkeeping | $8,925 |
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 | $41,937 | $39,859+5.2% | $78,676-46.7% | $57,658-27.3% |
| Participation rate | 99.5% | 66.1%+33.4pp | 73.6%+25.9pp | 70.2%+29.3pp |
| Annual return | 5.59% | 18.96%-13.4pp | 62.19%-56.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $2,787 | $1,786+56.1% | $2,850-2.2% | $1,974+41.2% |
| Participant deferral / active EE | $755 | $2,248-66.4% | $3,517-78.5% | $3,061-75.3% |
| Admin fee / account holder | $25 | $76-66.8% | $4,510-99.4% | $95-73.2% |