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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 | $57,140+180.2% | $85,240+87.8% | $80,959+97.7% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 12.93% | 21.71%-8.8pp | 66.75%-53.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $8,342 | $1,802+362.9% | $2,735+205.0% | $2,757+202.5% |
| Participant deferral / active EE | $5,267 | $3,115+69.1% | $4,527+16.3% | $4,300+22.5% |
| Admin fee / account holder | $1,589 | $4,992-68.2% | $6,165-74.2% | $6,925-77.0% |