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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE CO. Service code 60 · EIN 41-0451140 | Sub-TA Fees | $13,478 |
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping Fees | $9,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,461 | $63,433-50.4% | $63,803-50.7% | $64,097-50.9% |
| Participation rate | 92.7% | 65.0%+27.6pp | 72.7%+19.9pp | 55.2%+37.5pp |
| Annual return | 7.55% | 20.74%-13.2pp | 543.72%-536.2pp | 34.64%-27.1pp |
| Employer contribution / active EE | $551 | $2,332-76.4% | $2,532-78.2% | $1,891-70.9% |
| Participant deferral / active EE | $1,088 | $3,119-65.1% | $3,843-71.7% | $3,080-64.7% |
| Admin fee / account holder | $41 | $1,489-97.2% | $5,196-99.2% | $3,454-98.8% |