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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $52,537 |
MERIT FINANCIAL GROUP, LLC3 years Service code 99 · EIN 45-3686413 | Other Fees | $22,818 |
THE BENEFIT PRACTICE4 years Service code 37 · EIN 13-4144565 | Loan Processing | $6,779 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,893 | $91,680-82.7% | $67,524-76.5% | $77,692-79.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 16.93% | 14.87%+2.1pp | 3519.41%-3502.5pp | 31.25%-14.3pp |
| Employer contribution / active EE | $2,588 | $3,186-18.8% | $2,734-5.3% | $2,726-5.1% |
| Participant deferral / active EE | $5,403 | $3,909+38.2% | $4,001+35.0% | $4,648+16.2% |
| Admin fee / account holder | $107 | $176-39.2% | $4,001-97.3% | $431-75.1% |