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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC4 years Service code 49 | Other Services | $1,626 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $690 |
Filed as: THE RETIREMENT PLAN COMPANY LLC Service code 49 | Other Services | $601 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,359 | $163,671-82.7% | $155,534-81.8% | - |
| Participation rate | 35.3% | 63.4%-28.0pp | 78.2%-42.9pp | - |
| Annual return | 13.66% | 19.35%-5.7pp | 64.92%-51.3pp | - |
| Employer contribution / active EE | $766 | $2,499-69.4% | $4,675-83.6% | - |
| Participant deferral / active EE | $926 | $2,935-68.4% | $5,630-83.6% | - |
| Admin fee / account holder | $25 | $97,433-100.0% | $15,900-99.8% | - |