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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 55-3818511 | Recordkeeping Fees | $32,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,206 | $130,224-73.0% | $197,124-82.1% | $79,634-55.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 12.29% | 23.65%-11.4pp | 44.34%-32.1pp | 36.46%-24.2pp |
| Employer contribution / active EE | $6,048 | $4,314+40.2% | $6,227-2.9% | $2,529+139.1% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $41 | $254-84.0% | $16,298-99.7% | $1,002-95.9% |