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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 99 | Other Fees | $42,998 |
THE AIMPOINT GROUP1 year Service code 99 · EIN 46-1931817 | Other Fees | $6,339 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,206 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 99 · EIN 92-1819393 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,402 | $83,023-14.0% | $102,437-30.3% | $77,762-8.2% |
| Participation rate | 29.6% | 71.5%-41.9pp | 74.5%-44.9pp | 70.6%-41.0pp |
| Annual return | 14.83% | 19.12%-4.3pp | 24.95%-10.1pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,252 | $3,552-64.7% | $3,871-67.6% | $2,728-54.1% |
| Participant deferral / active EE | $2,635 | $4,110-35.9% | $5,060-47.9% | $4,651-43.3% |
| Admin fee / account holder | $90 | $639-86.0% | $8,388-98.9% | $433-79.3% |