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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,572 | $101,672+20.6% | $147,117-16.7% | $74,478+64.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 16.09% | 8757.83%-8741.7pp | 420.54%-404.5pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $7,347 | $3,813+92.7% | $4,932+48.9% | $2,626+179.7% |
| Participant deferral / active EE | $10,185 | $7,305+39.4% | $8,065+26.3% | $4,350+134.1% |
| Admin fee / account holder | $14 | $1,753-99.2% | $12,993-99.9% | $1,946-99.3% |