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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, INC Service code 49 535 KEISLER DR STE 102 · CARY, NC 27518 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,194 | $90,064-57.6% | $100,415-62.0% | $77,762-50.9% |
| Participation rate | 69.0% | 81.3%-12.2pp | 81.5%-12.5pp | 70.6%-1.5pp |
| Annual return | 32.01% | 20.61%+11.4pp | 49.47%-17.5pp | 31.27%+0.7pp |
| Employer contribution / active EE | $5,258 | $3,043+72.8% | $3,943+33.4% | $2,728+92.7% |
| Participant deferral / active EE | $7,279 | $8,282-12.1% | $8,091-10.0% | $4,651+56.5% |
| Admin fee / account holder | $112 | $172-34.8% | $7,906-98.6% | $433-74.1% |