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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALEXANDER THOMPSON ARNOLD Service code 49 · EIN 62-1110839 | Other Services | $2,734 |
Filed as: VOYA RETIR INSURANCE AND ANNUITY CO Service code 28 · EIN 71-0294708 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,901 | $130,194-30.2% | $169,993-46.5% | $71,457+27.2% |
| Participation rate | 91.5% | 86.1%+5.3pp | 87.0%+4.5pp | 67.9%+23.5pp |
| Annual return | 13.90% | 20.37%-6.5pp | 53.37%-39.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,650 | $4,381-39.5% | $6,785-60.9% | $2,588+2.4% |
| Participant deferral / active EE | $5,028 | $6,923-27.4% | $10,408-51.7% | $4,289+17.2% |
| Admin fee / account holder | $79 | $966-91.8% | $12,815-99.4% | $1,587-95.0% |