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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 64 PO BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $8,768 |
MEYERS BROTHERS KALICKA, PC6+ years Service code 15 · EIN 04-2713795 | Recordkeeping | $7,000 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $468 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,821-100.0% | $133,978-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | -77.26% | 41.95%-119.2pp | 45.10%-122.4pp | 302.99%-380.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |