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| Provider | Service type | Compensation |
|---|---|---|
KEEFE MCCULLOUGH1 year Service code 10 6550 N. FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Accounting | $3,750 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,700 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,902 | $52,884+15.2% | $84,753-28.1% | $55,167+10.4% |
| Participation rate | 99.2% | 67.5%+31.7pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 7.60% | 18.03%-10.4pp | 22.78%-15.2pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,000 | $2,233-55.2% | $3,574-72.0% | $1,963-49.0% |
| Participant deferral / active EE | $5,792 | $2,644+119.1% | $3,712+56.0% | $3,054+89.7% |
| Admin fee / account holder | $39 | $581-93.2% | $5,333-99.3% | $504-92.2% |