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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Other Services | $9,914 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $8,718 |
Filed as: VOYA RETIREMENT INS ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,316 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,453 | $64,729-17.4% | $112,263-52.4% | $68,490-22.0% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -8.15% | -11.40%+3.3pp | 27.49%-35.6pp | -7.85%-0.3pp |
| Employer contribution / active EE | $2,810 | $2,746+2.3% | $3,636-22.7% | $2,597+8.2% |
| Participant deferral / active EE | $7,631 | $3,566+114.0% | $4,729+61.4% | $4,028+89.5% |
| Admin fee / account holder | $260 | $5,222-95.0% | $6,410-96.0% | $5,403-95.2% |