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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 | Other Fees | $27,810 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,336 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 49 | Other Services | $4,513 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 99 · EIN 36-4291971 | Other Fees | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,221 | $45,126+22.4% | $85,187-35.2% | $74,459-25.8% |
| Participation rate | 28.0% | 49.4%-21.4pp | 67.5%-39.6pp | 67.2%-39.3pp |
| Annual return | 18.39% | 26.30%-7.9pp | 66.67%-48.3pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,006 | $2,738+82.8% | $4,525+10.6% | $4,350+15.1% |
| Admin fee / account holder | $384 | $2,212-82.6% | $6,162-93.8% | $1,945-80.2% |