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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 28 · EIN 04-3516284 | Investment Management | $134,360 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $62,928 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,500 |
FORVIS, LLP1 year Service code 10 · EIN 43-1815436 | Accounting | $17,325 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $11,250 |
Filed as: BRADLEY ARANT BOULT CUMMINGS LLP Service code 29 · EIN 63-0243316 | Legal | $7,150 |
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 | $30,833 | $53,204-42.0% | $155,556-80.2% | $200,096-84.6% |
| Participation rate | 69.6% | 64.1%+5.5pp | 78.2%-8.6pp | 72.0%-2.4pp |
| Annual return | 14.15% | 41.02%-26.9pp | 64.84%-50.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $2,227 | $1,850+20.4% | $4,675-52.4% | $3,038-26.7% |
| Participant deferral / active EE | $1,877 | $3,163-40.7% | $5,631-66.7% | $5,090-63.1% |
| Admin fee / account holder | $86 | $186-53.9% | $15,885-99.5% | $269-68.2% |