| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUIONAL PLAN SERVICES, LL Service code 37 · EIN 04-3516284 | Loan Processing | $91,005 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 50 · EIN 26-0058143 | Direct Payment | $35,894 |
Filed as: BRIDGES INVESTMENT MGMT INC Service code 50 · EIN 47-0784180 | Direct Payment | $32,516 |
PFLUG KOORY LLC3 years Service code 50 · EIN 47-0833340 | Direct Payment | $13,734 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 27 · EIN 22-1862786 | Advisory (Plan) | $13,504 |
DARKHORSE ADVISOR3 years Service code 50 · EIN 85-1127326 | Direct Payment | $6,810 |
ADVISERSOURCE.COM LLC1 year Service code 50 · EIN 30-0995007 | Direct Payment | $5,062 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,660 | $107,415+277.7% | $135,998+198.3% | $80,187+405.9% |
| Participation rate | 88.7% | 78.0%+10.7pp | 81.9%+6.8pp | 72.9%+15.8pp |
| Annual return | 17.21% | 91.99%-74.8pp | 68.37%-51.2pp | 40.40%-23.2pp |
| Employer contribution / active EE | $14,710 | $3,878+279.3% | $4,860+202.7% | $2,980+393.7% |
| Participant deferral / active EE | $10,789 | $8,189+31.7% | $7,761+39.0% | $5,016+115.1% |
| Admin fee / account holder | $193 | $127+51.8% | $10,769-98.2% | $145+32.9% |