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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 99 | Other Fees | $20,431 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,446 | $47,977-32.4% | $154,108-78.9% | $56,289-42.4% |
| Participation rate | 50.9% | 66.2%-15.2pp | 83.0%-32.1pp | 69.9%-18.9pp |
| Annual return | -5.29% | 3.54%-8.8pp | 735.21%-740.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $957 | $2,169-55.9% | $5,298-81.9% | $2,111-54.6% |
| Participant deferral / active EE | $1,911 | $2,392-20.1% | $5,081-62.4% | $3,350-43.0% |
| Admin fee / account holder | $280 | $438-36.1% | $13,411-97.9% | $521-46.3% |