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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $104,491 |
Service code 27 PO BOX 19828 · NASHVILLE, TN 37238 | Advisory (Plan) | $32,547 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,187 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Other Services | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,329 | $148,970-23.3% | $133,698-14.5% | $200,096-42.9% |
| Participation rate | 90.7% | 79.4%+11.3pp | 76.4%+14.3pp | 72.0%+18.7pp |
| Annual return | 23.93% | 27.07%-3.1pp | 580.90%-557.0pp | 34.26%-10.3pp |
| Employer contribution / active EE | $8,318 | $3,561+133.6% | $4,218+97.2% | $3,038+173.8% |
| Participant deferral / active EE | $10,444 | $6,140+70.1% | $7,016+48.9% | $5,090+105.2% |
| Admin fee / account holder | $284 | $144+97.5% | $6,703-95.8% | $269+5.5% |