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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 3 HOLLAND ST. · ERIE, PA 16507 | Other Services | $39,585 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $18,105 |
DANIEL & DUNCAN, LLC3 years Filed as: CAINES, HODGES & COMPANY, P.C. Service code 99 · EIN 20-3751915 5302 FREDERICK STREET · SAVANNAH, GA 31405 | Other Fees | $17,300 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 | Other Commissions | $470 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,171 | $50,860+100.9% | $155,574-34.3% | $77,714+31.5% |
| Participation rate | 97.8% | 63.1%+34.6pp | 78.2%+19.5pp | 70.6%+27.2pp |
| Annual return | 13.79% | 34.86%-21.1pp | 64.87%-51.1pp | 31.26%-17.5pp |
| Employer contribution / active EE | $4,104 | $1,991+106.2% | $4,676-12.2% | $2,727+50.5% |
| Participant deferral / active EE | $6,430 | $2,825+127.6% | $5,629+14.2% | $4,649+38.3% |
| Admin fee / account holder | $183 | $436-58.2% | $15,914-98.9% | $433-57.8% |