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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $12,856 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,203 |
Filed as: QUINTES ADM. AND INSURANCE Service code 49 | Other Services | $2,605 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,002 | $106,110-66.1% | $147,005-75.5% | $77,671-53.6% |
| Participation rate | 21.4% | 78.4%-57.0pp | 82.2%-60.8pp | 70.6%-49.2pp |
| Annual return | 19.59% | 56.77%-37.2pp | 418.76%-399.2pp | 31.21%-11.6pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,353 | $7,992-70.6% | $8,070-70.8% | $4,648-49.4% |
| Admin fee / account holder | $43 | $338-87.3% | $13,006-99.7% | $430-90.0% |