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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER WEALTH MANAGEMENT5+ years Service code 99 · EIN 26-0236753 | Other Fees | $35,152 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9 |
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 | $37,061 | $47,922-22.7% | $75,901-51.2% | $65,185-43.1% |
| Participation rate | 97.6% | 63.0%+34.6pp | 69.3%+28.3pp | 70.2%+27.4pp |
| Annual return | 24.27% | 24.12%+0.2pp | 30.76%-6.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,345 | $1,557+50.6% | $2,501-6.2% | $2,177+7.7% |
| Participant deferral / active EE | $6,366 | $2,550+149.6% | $3,603+76.7% | $3,514+81.2% |
| Admin fee / account holder | $25 | $532-95.2% | $5,420-99.5% | $847-97.0% |