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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $139,196 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $16,570 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,707 | $44,898-27.2% | $85,187-61.6% | $199,960-83.6% |
| Participation rate | 35.8% | 45.7%-10.0pp | 67.5%-31.7pp | 72.0%-36.2pp |
| Annual return | 16.19% | 20.98%-4.8pp | 66.67%-50.5pp | 34.28%-18.1pp |
| Employer contribution / active EE | $1,081 | $1,367-20.9% | $2,732-60.4% | $3,036-64.4% |
| Participant deferral / active EE | $2,459 | $2,670-7.9% | $4,525-45.7% | $5,087-51.7% |
| Admin fee / account holder | $223 | $585-61.9% | $6,162-96.4% | $269-17.2% |