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| Provider | Service type | Compensation |
|---|---|---|
SMOAK, DAVIS & NIXON LLP2 years Filed as: SMOAK, DAVIS & NIXON, LLP Service code 99 · EIN 59-0602635 | Other Fees | $10,864 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,267 |
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 | $54,619 | $46,173+18.3% | $170,435-68.0% | $69,631-21.6% |
| Participation rate | 87.2% | 63.9%+23.3pp | 83.6%+3.6pp | 70.7%+16.5pp |
| Annual return | 20.09% | 21.62%-1.5pp | 205.94%-185.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $3,481 | $1,610+116.3% | $5,432-35.9% | $2,032+71.3% |
| Participant deferral / active EE | $3,529 | $2,080+69.6% | $4,939-28.6% | $3,224+9.5% |
| Admin fee / account holder | $22 | $116-81.2% | $13,881-99.8% | $110-80.3% |