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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 PO BOX 54 · FRANKLIN SQ, NY 11010 | Recordkeeping Fees | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 13-3180178 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Other Services | $0 |
Filed as: ONEDIGITAL INVESTMENT ADVISORES Service code 99 · EIN 45-1451524 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,226 | $72,994-57.2% | $120,380-74.1% | $77,692-59.8% |
| Participation rate | 76.4% | 55.2%+21.2pp | 71.9%+4.5pp | 70.6%+5.9pp |
| Annual return | 13.79% | 18.23%-4.4pp | 107.28%-93.5pp | 31.25%-17.5pp |
| Employer contribution / active EE | $1,716 | $1,793-4.3% | $3,465-50.5% | $2,726-37.1% |
| Participant deferral / active EE | $4,331 | $3,011+43.9% | $4,992-13.2% | $4,648-6.8% |
| Admin fee / account holder | $171 | $658-74.0% | $9,421-98.2% | $431-60.3% |