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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $6,011 |
Filed as: QUINTES ADM. AND INSURANCE Service code 49 | Other Services | $1,542 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $488 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $114 |
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 | $160,082 | $57,057+180.6% | $85,009+88.3% | $80,874+97.9% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.6%+21.2pp |
| Annual return | 12.93% | 21.66%-8.7pp | 66.47%-53.5pp | 35.62%-22.7pp |
| Employer contribution / active EE | $8,342 | $1,799+363.7% | $2,728+205.7% | $2,756+202.7% |
| Participant deferral / active EE | $5,267 | $3,112+69.3% | $4,522+16.5% | $4,297+22.6% |
| Admin fee / account holder | $1,589 | $4,986-68.1% | $6,153-74.2% | $6,935-77.1% |