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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $281 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $106 |
Filed as: FIDELITY INVEST INST OPER CO INC. Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,776 | $70,002-68.9% | $115,038-81.1% | $52,331-58.4% |
| Participation rate | 85.7% | 72.1%+13.6pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 2.93% | 4.04%-1.1pp | 26.14%-23.2pp | 4.54%-1.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $9,256 | $4,920+88.1% | $6,026+53.6% | $3,022+206.3% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |