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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,487,084 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 21 · EIN 04-3516284 | Bank Trustee | $2,372,883 |
MERCER5 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $103,050 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $82,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,721 | $57,150-0.8% | $93,727-39.5% | $106,553-46.8% |
| Participation rate | 35.7% | 49.1%-13.4pp | 68.7%-33.0pp | 69.8%-34.1pp |
| Annual return | 13.47% | 15.81%-2.3pp | 133.83%-120.4pp | 17.37%-3.9pp |
| Employer contribution / active EE | $777 | $1,015-23.5% | $2,421-67.9% | $3,359-76.9% |
| Participant deferral / active EE | $1,659 | $1,853-10.5% | $4,417-62.4% | $5,562-70.2% |
| Admin fee / account holder | $89 | $64+38.1% | $8,292-98.9% | $80+11.5% |