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| Provider | Service type | Compensation |
|---|---|---|
M GROUP INVESTMENT ADVISOR4 years Filed as: M GROUP Service code 99 · EIN 45-3838296 | Other Fees | $42,578 |
FARMER & BETTS4 years Service code 49 · EIN 94-3322438 6010 20TH ST. E, SUITE 1 · TACOMA, WA 98424 | Other Services | $32,050 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,103 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,258 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return 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 | $42,341 | $81,476-48.0% | $102,383-58.6% | $80,925-47.7% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.7%+29.9pp |
| Annual return | 8.82% | 25.59%-16.8pp | 24.94%-16.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $22,935 | $3,105+638.7% | $3,870+492.6% | $2,756+732.1% |
| Participant deferral / active EE | $1,705 | $3,871-55.9% | $5,060-66.3% | $4,299-60.3% |
| Admin fee / account holder | $173 | $6,717-97.4% | $8,391-97.9% | $6,940-97.5% |