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| Provider | Service type | Compensation |
|---|---|---|
SMOAK, DAVIS & NIXON LLP1 year Filed as: SMOAK, DAVIS & NIXON, LLP Service code 99 · EIN 59-0602635 | Other Fees | $10,128 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. 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 | $50,394 | $36,916+36.5% | $156,551-67.8% | $57,658-12.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.44% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,078 | $1,571+96.0% | $5,501-44.1% | $1,974+55.9% |
| Participant deferral / active EE | $3,203 | $1,926+66.3% | $4,871-34.3% | $3,061+4.6% |
| Admin fee / account holder | $27 | $82-67.2% | $13,028-99.8% | $95-71.4% |