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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 99 · EIN 27-4981131 | Other Fees | $43,210 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,644 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,171 |
GOLDLEAF PARTNERS3 years Service code 13 · EIN 45-0514557 | Contract Administrator | $2,083 |
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 | $64,501 | $66,601-3.2% | $92,909-30.6% | $67,579-4.6% |
| Participation rate | 48.7% | 72.5%-23.8pp | 76.0%-27.3pp | 71.3%-22.6pp |
| Annual return | 22.09% | 92.58%-70.5pp | 109.44%-87.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,384 | $2,775-50.1% | $3,653-62.1% | $2,148-35.6% |
| Participant deferral / active EE | $2,617 | $3,157-17.1% | $4,238-38.3% | $3,539-26.1% |
| Admin fee / account holder | $215 | $199+8.0% | $5,795-96.3% | $142+51.0% |