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| Provider | Service type | Compensation |
|---|---|---|
CANCER SPECIALIST LLC1 year Service code 99 · EIN 11-1000111 | Other Fees | $13,637 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,248 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $957 |
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 | $68,498 | $52,293+31.0% | $178,499-61.6% | $73,412-6.7% |
| Participation rate | 99.1% | 65.3%+33.8pp | 81.9%+17.2pp | 72.2%+26.9pp |
| Annual return | 16.50% | 34.75%-18.3pp | 151.10%-134.6pp | 59.30%-42.8pp |
| Employer contribution / active EE | $3,340 | $1,735+92.5% | $5,011-33.4% | $2,234+49.5% |
| Participant deferral / active EE | $3,706 | $2,332+58.9% | $5,202-28.8% | $3,806-2.6% |
| Admin fee / account holder | $58 | $127-54.2% | $13,986-99.6% | $158-63.0% |