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| Provider | Service type | Compensation |
|---|---|---|
CANCER SPECIALISTS1 year Filed as: CANCER SPECIALISTS LLC Service code 99 | Other Fees | $12,000 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,116 |
CANCER SPECIALISTS1 year Service code 99 · EIN 45-5523028 | Other Fees | $0 |
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 | $60,131 | $37,196+61.7% | $154,111-61.0% | $55,725+7.9% |
| Participation rate | 80.3% | 64.1%+16.2pp | 83.0%-2.7pp | 70.9%+9.5pp |
| Annual return | -5.18% | 1319.68%-1324.9pp | 735.18%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,873 | $1,614+78.0% | $5,298-45.8% | $2,078+38.2% |
| Participant deferral / active EE | $3,623 | $2,068+75.2% | $5,081-28.7% | $3,356+8.0% |
| Admin fee / account holder | $64 | $102-37.3% | $13,411-99.5% | $115-44.7% |