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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1+ years Filed as: D.A. DAVIDSON & CO. Service code 99 · EIN 81-0139474 | Other Fees | $13,482 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,273 | $71,523-54.9% | $98,461-67.2% | $71,511-54.9% |
| Participation rate | 36.6% | 72.7%-36.1pp | 75.2%-38.6pp | 67.9%-31.3pp |
| Annual return | 16.19% | 32.43%-16.2pp | 21.17%-5.0pp | 28.86%-12.7pp |
| Employer contribution / active EE | $825 | $2,399-65.6% | $3,049-72.9% | $2,589-68.1% |
| Participant deferral / active EE | $1,472 | $4,109-64.2% | $4,738-68.9% | $4,291-65.7% |
| Admin fee / account holder | $37 | $1,676-97.8% | $8,961-99.6% | $1,588-97.7% |