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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-1364595 | Other Fees | $49,975 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $11,582 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,692 | $59,006+87.6% | $97,197+13.9% | $74,429+48.7% |
| Participation rate | 93.7% | 63.7%+30.0pp | 72.7%+21.0pp | 67.2%+26.5pp |
| Annual return | 12.33% | 16.04%-3.7pp | 75.47%-63.1pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,737 | $1,894+44.5% | $2,723+0.5% | $2,625+4.3% |
| Participant deferral / active EE | $5,632 | $3,671+53.4% | $4,263+32.1% | $4,348+29.5% |
| Admin fee / account holder | $432 | $1,974-78.1% | $5,637-92.3% | $1,944-77.8% |