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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 14 18700 N HAYDEN RD STE 255 · SCOTTSDALE, AZ 85255 | Plan Administrator | $14,128 |
Filed as: VOYA RETIREMENT INSURANCE Service code 51 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Investment Mgmt Fees | $13,334 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,481 | $55,423-28.8% | $155,602-74.6% | $74,400-46.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.13% | 269.07%-257.9pp | 64.81%-53.7pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $2,708 | $2,266+19.5% | $4,675-42.1% | $2,624+3.2% |
| Participant deferral / active EE | $903 | $2,835-68.2% | $5,629-84.0% | $4,348-79.2% |
| Admin fee / account holder | $166 | $1,744-90.5% | $15,923-99.0% | $1,944-91.5% |