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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,871 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,047 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,993 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,634 | $106,164+22.1% | $147,041-11.8% | $77,692+66.9% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 13.94% | 56.81%-42.9pp | 419.21%-405.3pp | 31.25%-17.3pp |
| Employer contribution / active EE | $2,085 | $4,066-48.7% | $4,935-57.8% | $2,726-23.5% |
| Participant deferral / active EE | $10,142 | $7,993+26.9% | $8,071+25.7% | $4,648+118.2% |
| Admin fee / account holder | $20 | $338-94.1% | $13,006-99.8% | $431-95.3% |