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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 | Contract Administrator | $4,476 |
Filed as: VOYA RET. INS. AND ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,060 |
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 | $84,535 | $86,692-2.5% | $119,634-29.3% | $66,949+26.3% |
| Participation rate | 32.8% | 75.6%-42.8pp | 79.3%-46.5pp | 69.8%-37.0pp |
| Annual return | -17.68% | -8.00%-9.7pp | -14.98%-2.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,562 | $2,536-38.4% | $4,232-63.1% | $2,545-38.6% |
| Participant deferral / active EE | $2,429 | $4,360-44.3% | $5,601-56.6% | $4,239-42.7% |
| Admin fee / account holder | $69 | $755-90.8% | $10,329-99.3% | $594-88.3% |