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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 45-4281787 200 GLEN ECHO ROAD · NASHVILLE, TN 37215 | Other Fees | $85,694 |
ACUFF & ASSOCIATES, INC.4 years Service code 99 · EIN 62-1477251 | Other Fees | $28,050 |
Service code 99 · EIN 81-4909510 | Other Fees | $17,738 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,005 | $55,446+136.3% | $155,574-15.8% | $74,429+76.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.00% | 269.20%-255.2pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $9,075 | $2,266+300.5% | $4,676+94.1% | $2,625+245.7% |
| Participant deferral / active EE | $5,790 | $2,836+104.2% | $5,629+2.9% | $4,348+33.2% |
| Admin fee / account holder | $407 | $1,743-76.7% | $15,914-97.4% | $1,944-79.1% |