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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE FIDUCIARY STUDIO Service code 99 3 HOLLAND ST · ERIA, PA 16507 | Other Fees | $3,543 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 49 3 HOLLAND ST · ERIA, PA 16507 | Other Services | $2,588 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $645 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
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 | $485,679 | $102,429+374.2% | $147,096+230.2% | $80,925+500.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 28.02% | 135.02%-107.0pp | 419.75%-391.7pp | 35.65%-7.6pp |
| Employer contribution / active EE | $10,010 | $3,716+169.4% | $4,936+102.8% | $2,756+263.2% |
| Participant deferral / active EE | $15,429 | $6,649+132.1% | $8,071+91.2% | $4,299+258.9% |
| Admin fee / account holder | $295 | $7,957-96.3% | $13,005-97.7% | $6,940-95.7% |