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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 99 · EIN 27-4981131 | Other Fees | $30,183 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,699 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,731 |
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,168 | $56,443-16.4% | $83,831-43.7% | $55,725-15.4% |
| Participation rate | 48.5% | 72.0%-23.6pp | 76.1%-27.7pp | 70.9%-22.4pp |
| Annual return | 2.00% | 393.67%-391.7pp | 850.99%-849.0pp | 244.93%-242.9pp |
| Employer contribution / active EE | $1,346 | $2,682-49.8% | $3,631-62.9% | $2,078-35.2% |
| Participant deferral / active EE | $2,453 | $2,965-17.3% | $4,082-39.9% | $3,356-26.9% |
| Admin fee / account holder | $96 | $156-38.3% | $5,479-98.2% | $115-16.3% |