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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $108,190 |
Service code 49 · EIN 36-4212397 | Other Services | $33,420 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $22,638 |
MMA SECURITIES LLC1 year Service code 99 · EIN 22-3570392 | Other Fees | $10,742 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,195 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,263 | $66,486-28.9% | $81,370-41.9% | $77,762-39.2% |
| Participation rate | 97.5% | 68.7%+28.8pp | 69.5%+27.9pp | 70.6%+26.9pp |
| Annual return | 20.65% | 15.95%+4.7pp | 24.85%-4.2pp | 31.27%-10.6pp |
| Employer contribution / active EE | $3,616 | $2,158+67.6% | $2,464+46.8% | $2,728+32.5% |
| Participant deferral / active EE | $6,541 | $3,677+77.9% | $3,885+68.4% | $4,651+40.6% |
| Admin fee / account holder | $32 | $586-94.6% | $5,749-99.5% | $433-92.7% |