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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 | $106,264+22.0% | $147,117-11.9% | $77,762+66.7% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 13.94% | 56.94%-43.0pp | 420.54%-406.6pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,085 | $4,074-48.8% | $4,932-57.7% | $2,728-23.6% |
| Participant deferral / active EE | $10,142 | $8,003+26.7% | $8,065+25.8% | $4,651+118.1% |
| Admin fee / account holder | $20 | $334-94.0% | $12,993-99.8% | $433-95.4% |