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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,095 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,095 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $8,103 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION STUDIO Service code 49 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Other Services | $7,211 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,351 | $48,053+331.5% | $84,637+145.0% | $72,976+184.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.19% | 37.39%-18.2pp | 258.82%-239.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $23,143 | $1,602+1344.8% | $2,653+772.3% | $2,440+848.5% |
| Participant deferral / active EE | $11,276 | $2,681+320.7% | $3,900+189.1% | $3,608+212.6% |
| Admin fee / account holder | $119 | $3,395-96.5% | $4,914-97.6% | $5,124-97.7% |