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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,030 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,046 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $6,176 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,638 | $52,279+366.0% | $89,435+172.4% | $79,856+205.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 15.58% | 22.16%-6.6pp | 245.55%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $26,307 | $1,572+1573.9% | $2,587+916.8% | $2,471+964.5% |
| Participant deferral / active EE | $14,063 | $2,740+413.2% | $3,890+261.5% | $3,741+276.0% |
| Admin fee / account holder | $81 | $3,356-97.6% | $4,884-98.3% | $5,306-98.5% |