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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $76,791 |
Service code 49 955 CHESTERBROOK BLVD., · WAYNE, PA 19087 | Other Services | $14,693 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,458 | $60,393+76.3% | $81,820+30.1% | $74,429+43.0% |
| Participation rate | 99.0% | 62.9%+36.1pp | 72.4%+26.7pp | 67.2%+31.8pp |
| Annual return | 15.02% | 16.89%-1.9pp | 777.93%-762.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $8,268 | $2,626+214.8% | $2,915+183.6% | $2,625+215.0% |
| Participant deferral / active EE | $7,482 | $3,397+120.3% | $4,323+73.1% | $4,348+72.1% |
| Admin fee / account holder | $30 | $1,491-98.0% | $7,391-99.6% | $1,944-98.4% |