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| Provider | Service type | Compensation |
|---|---|---|
GAINES FINANCIAL GROUP1 year Service code 99 · EIN 27-4714397 | Other Fees | $15,730 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $42,226 | $73,102-42.2% | $123,552-65.8% | $56,287-25.0% |
| Participation rate | 82.5% | 74.3%+8.2pp | 82.3%+0.2pp | 69.9%+12.7pp |
| Annual return | -5.58% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,783 | $2,977-6.5% | $4,628-39.9% | $2,111+31.8% |
| Participant deferral / active EE | $5,060 | $5,423-6.7% | $6,426-21.3% | $3,350+51.1% |
| Admin fee / account holder | $39 | $554-93.0% | $9,285-99.6% | $521-92.6% |