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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,710 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 26 · EIN 46-5416028 | Advisory (Participants) | $1,710 |
RILEY AND COMPANY PLLC1+ years Filed as: RILEY AND COMPANY LLC Service code 99 · EIN 76-0580403 | Other Fees | $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 | $75,757 | $56,197+34.8% | $67,652+12.0% | $59,633+27.0% |
| Participation rate | 79.1% | 71.5%+7.6pp | 75.7%+3.4pp | 68.7%+10.4pp |
| Annual return | 0.78% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $2,590 | $1,615+60.4% | $2,266+14.3% | $2,203+17.6% |
| Participant deferral / active EE | $7,877 | $2,844+177.0% | $3,560+121.3% | $3,192+146.8% |
| Admin fee / account holder | $36 | $3,958-99.1% | $4,821-99.2% | $4,297-99.2% |