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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 | $106,247+22.0% | $147,096-11.9% | $77,714+66.8% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 13.94% | 56.87%-42.9pp | 419.75%-405.8pp | 31.26%-17.3pp |
| Employer contribution / active EE | $2,085 | $4,069-48.8% | $4,936-57.8% | $2,727-23.5% |
| Participant deferral / active EE | $10,142 | $7,996+26.8% | $8,071+25.7% | $4,649+118.1% |
| Admin fee / account holder | $20 | $338-94.1% | $13,005-99.8% | $433-95.4% |