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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,199 |
MADDOCK HENSON, P.C.1 year Filed as: MADDOCK FINANCIAL, LLC Service code 99 · EIN 37-1423407 | Other Fees | $11,950 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,413 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,486 | $39,859-53.6% | $78,676-76.5% | $57,658-67.9% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 7.18% | 18.96%-11.8pp | 62.19%-55.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,748 | $1,786-2.1% | $2,850-38.7% | $1,974-11.5% |
| Participant deferral / active EE | $1,494 | $2,248-33.6% | $3,517-57.5% | $3,061-51.2% |
| Admin fee / account holder | $58 | $76-24.0% | $4,510-98.7% | $95-38.7% |