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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 | $91,695-82.7% | $67,575-76.5% | $77,736-79.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 16.93% | 14.88%+2.1pp | 3528.98%-3512.0pp | 31.26%-14.3pp |
| Employer contribution / active EE | $2,588 | $3,189-18.8% | $2,736-5.4% | $2,728-5.1% |
| Participant deferral / active EE | $5,403 | $3,912+38.1% | $4,003+35.0% | $4,651+16.2% |
| Admin fee / account holder | $107 | $245-56.2% | $3,993-97.3% | $433-75.3% |