Filed October 5, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $169,331 |
WOODBURY FINANCIAL SERVICES10+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 PO BOX 64284 · SAINT PAUL, MN 55164 | Other Commissions | $40,713 |
OSAIC WEALTH INC1 year Service code 55 18700 N HAYDEN RD STE 255 · SCOTTSDALE, AZ 85255 | Other Commissions | $12,885 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,487 | $50,902+22.8% | $155,534-59.8% | $77,736-19.6% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 13.93% | 34.85%-20.9pp | 64.92%-51.0pp | 31.26%-17.3pp |
| Employer contribution / active EE | $1,238 | $1,991-37.8% | $4,675-73.5% | $2,728-54.6% |
| Participant deferral / active EE | $4,381 | $2,824+55.1% | $5,630-22.2% | $4,651-5.8% |
| Admin fee / account holder | $146 | $437-66.5% | $15,900-99.1% | $433-66.2% |