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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $2,163 |
PRIMARK BENEFITS2+ years Service code 12 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Consulting fees; Account maintenance ... | $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 | $52,709 | $42,546+23.9% | $71,796-26.6% | $55,167-4.5% |
| Participation rate | 83.7% | 59.1%+24.6pp | 69.1%+14.6pp | 69.0%+14.7pp |
| Annual return | 7.14% | 12.36%-5.2pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $325 | $803-59.5% | $1,924-83.1% | $1,963-83.4% |
| Participant deferral / active EE | $3,898 | $2,064+88.8% | $2,794+39.5% | $3,054+27.6% |
| Admin fee / account holder | $24 | $650-96.4% | $4,815-99.5% | $504-95.3% |