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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $11,407 |
Filed as: QUINTES ADM. AND INSURANCE Service code 49 | Other Services | $1,839 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $620 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,236 | $77,908+219.9% | $149,696+66.5% | $75,173+231.6% |
| Participation rate | 85.0% | 65.6%+19.4pp | 78.8%+6.2pp | 67.2%+17.8pp |
| Annual return | 23.55% | 31.73%-8.2pp | 134.46%-110.9pp | 160.72%-137.2pp |
| Employer contribution / active EE | $8,428 | $3,138+168.6% | $4,821+74.8% | $2,671+215.5% |
| Participant deferral / active EE | $5,597 | $3,411+64.1% | $5,682-1.5% | $4,126+35.6% |
| Admin fee / account holder | $2,410 | $5,950-59.5% | $13,212-81.8% | $5,651-57.4% |