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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,824 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $30,964 | $59,006-47.5% | $97,260-68.2% | $74,459-58.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 15.98% | 16.04%-0.1pp | 75.54%-59.6pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $2,073 | $1,894+9.4% | $2,721-23.8% | $2,626-21.1% |
| Participant deferral / active EE | $1,248 | $3,671-66.0% | $4,262-70.7% | $4,350-71.3% |
| Admin fee / account holder | $28 | $1,974-98.6% | $5,640-99.5% | $1,945-98.6% |