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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 | Other Fees | $27,411 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,593 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,868 | $42,367-72.0% | $79,580-85.1% | $64,819-81.7% |
| Participation rate | 87.9% | 64.7%+23.1pp | 69.5%+18.4pp | 71.5%+16.4pp |
| Annual return | -19.49% | -12.23%-7.3pp | 0.15%-19.6pp | 32.84%-52.3pp |
| Employer contribution / active EE | $3 | $1,181-99.8% | $2,413-99.9% | $2,507-99.9% |
| Participant deferral / active EE | $3,473 | $3,170+9.6% | $3,985-12.9% | $4,311-19.4% |
| Admin fee / account holder | $20 | $160-87.5% | $6,835-99.7% | $188-89.3% |