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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 55-3818511 | Recordkeeping Fees | $32,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,206 | $69,255-49.2% | $256,809-86.3% | $69,255-49.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 12.29% | 26.73%-14.4pp | 32.73%-20.4pp | 26.73%-14.4pp |
| Employer contribution / active EE | $6,048 | $2,645+128.7% | $7,263-16.7% | $2,645+128.7% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $41 | $733-94.4% | $25,146-99.8% | $733-94.4% |