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| Provider | Service type | Compensation |
|---|---|---|
M GROUP INVESTMENT ADVISOR2 years Service code 99 · EIN 45-3838296 | Other Fees | $29,800 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY CO. · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,968 | $89,739-33.2% | $149,721-59.9% | $62,293-3.7% |
| Participation rate | 87.6% | 85.1%+2.5pp | 87.1%+0.6pp | 69.5%+18.1pp |
| Annual return | 16.80% | 21.01%-4.2pp | 1501.67%-1484.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $3,339 | $3,233+3.3% | $5,444-38.7% | $2,042+63.5% |
| Participant deferral / active EE | $7,175 | $4,797+49.6% | $6,568+9.2% | $3,169+126.4% |
| Admin fee / account holder | $45 | $551-91.8% | $11,282-99.6% | $479-90.6% |