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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER WEALTH MANAGEMENT6+ years Service code 99 · EIN 26-0236753 | Other Fees | $34,520 |
Filed as: FRONTIER WEALTH ENTERPRISES LLC Service code 99 · EIN 45-1588845 | Other Fees | $7,874 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $43,975 | $55,636-21.0% | $81,982-46.4% | $73,497-40.2% |
| Participation rate | 97.1% | 62.3%+34.8pp | 69.3%+27.9pp | 70.7%+26.5pp |
| Annual return | 18.32% | 19.07%-0.7pp | 41.31%-23.0pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,957 | $1,625+20.4% | $2,498-21.7% | $2,270-13.8% |
| Participant deferral / active EE | $5,989 | $2,762+116.8% | $3,722+60.9% | $3,740+60.1% |
| Admin fee / account holder | $15 | $493-97.0% | $5,665-99.7% | $513-97.1% |