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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $189,614 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $136,776 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $19,166 |
HAYNIE & COMPANY4 years Filed as: HAYNIE AND COMPANY Service code 99 · EIN 87-0325228 | Other Fees | $14,500 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER AND HOSTETLER LLP Service code 99 · EIN 34-0082025 | Other Fees | $13,186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,340 | $101,591+431.9% | $147,096+267.3% | $74,429+626.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.24% | 8746.45%-8731.2pp | 419.75%-404.5pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $17,530 | $3,813+359.8% | $4,936+255.1% | $2,625+567.8% |
| Participant deferral / active EE | $16,422 | $7,302+124.9% | $8,071+103.5% | $4,348+277.7% |
| Admin fee / account holder | $1,278 | $1,750-27.0% | $13,005-90.2% | $1,944-34.3% |