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| Provider | Service type | Compensation |
|---|---|---|
LEONARD CARDER, LLP1 year Filed as: LEONARD FRANCIS P Service code 55 30 BRAINTREE OFFICE PARK · BRAINTREE, MA 02184 | Other Commissions | $2,354 |
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,240 | $95,406-57.8% | $185,849-78.3% | $85,847-53.1% |
| Participation rate | 67.8% | 68.8%-0.9pp | 81.7%-13.9pp | 69.3%-1.5pp |
| Annual return | 4.59% | 23.59%-19.0pp | 122.10%-117.5pp | 318.61%-314.0pp |
| Employer contribution / active EE | $1,467 | $3,314-55.7% | $5,169-71.6% | $2,565-42.8% |
| Participant deferral / active EE | $1,988 | $3,424-41.9% | $5,569-64.3% | $3,952-49.7% |
| Admin fee / account holder | $5 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |