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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 | $58,923+87.9% | $97,167+13.9% | $74,546+48.5% |
| Participation rate | 93.7% | 63.6%+30.1pp | 72.7%+21.0pp | 67.2%+26.5pp |
| Annual return | 12.33% | 16.04%-3.7pp | 75.27%-62.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $2,737 | $1,894+44.5% | $2,729+0.3% | $2,624+4.3% |
| Participant deferral / active EE | $5,632 | $3,664+53.7% | $4,264+32.1% | $4,347+29.5% |
| Admin fee / account holder | $432 | $1,974-78.1% | $5,650-92.4% | $1,944-77.8% |