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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $18,212 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $8,528 |
Filed as: CORNERSTONE RETIREMENT PLAN Service code 26 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Advisory (Participants) | $5,456 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,853 | $36,916-54.3% | $156,551-89.2% | $57,658-70.8% |
| Participation rate | 34.1% | 63.4%-29.3pp | 84.0%-49.9pp | 70.2%-36.1pp |
| Annual return | 6.98% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $246 | $1,571-84.3% | $5,501-95.5% | $1,974-87.5% |
| Participant deferral / active EE | $947 | $1,926-50.8% | $4,871-80.6% | $3,061-69.1% |
| Admin fee / account holder | $112 | $82+35.9% | $13,028-99.1% | $95+18.6% |