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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEMBO JONES, P.C. Service code 99 · EIN 11-1000111 | Other Fees | $7,600 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,560 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $125 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,901 | $77,817+327.8% | $123,553+169.4% | $64,173+418.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 11.24% | 12.49%-1.2pp | 119.21%-108.0pp | 7.63%+3.6pp |
| Employer contribution / active EE | $4,159 | $3,014+38.0% | $4,628-10.1% | $2,381+74.7% |
| Participant deferral / active EE | $13,006 | $5,240+148.2% | $6,426+102.4% | $3,470+274.9% |
| Admin fee / account holder | $102 | $5,519-98.2% | $9,284-98.9% | $4,887-97.9% |