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| Provider | Service type | Compensation |
|---|---|---|
GAINES FINANCIAL GROUP3 years Service code 99 · EIN 27-4714397 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,024 | $99,957-25.9% | $149,715-50.6% | $73,493+0.7% |
| Participation rate | 64.1% | 75.7%-11.6pp | 82.5%-18.4pp | 70.7%-6.6pp |
| Annual return | 15.17% | 53.87%-38.7pp | 276.66%-261.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,392 | $3,191+6.3% | $4,645-27.0% | $2,270+49.4% |
| Participant deferral / active EE | $6,686 | $6,073+10.1% | $6,842-2.3% | $3,740+78.8% |
| Admin fee / account holder | $90 | $551-83.6% | $9,310-99.0% | $513-82.4% |