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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $12,716 |
Filed as: QUINTES ADM. AND INSURANCE Service code 49 | Other Services | $2,212 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $685 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $683 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,378 | $81,358+232.3% | $155,556+73.8% | $80,959+234.0% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 20.88% | 33.39%-12.5pp | 64.84%-44.0pp | 35.67%-14.8pp |
| Employer contribution / active EE | $8,160 | $3,106+162.7% | $4,675+74.5% | $2,757+196.0% |
| Participant deferral / active EE | $5,523 | $3,455+59.8% | $5,631-1.9% | $4,300+28.4% |
| Admin fee / account holder | $40,671 | $7,994+408.8% | $15,885+156.0% | $6,925+487.3% |