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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 28 · EIN 71-0294708 | Investment Management | $43,568 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 66 · EIN 13-5570651 | Insurance mortality and expense charge | $12,526 |
NATIONWIDE8 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 66 · EIN 31-4156830 | Insurance mortality and expense charge | $12,526 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,545 | $122,042-21.7% | $184,260-48.1% | $74,459+28.3% |
| Participation rate | 88.7% | 85.5%+3.2pp | 86.8%+1.8pp | 67.2%+21.4pp |
| Annual return | 12.01% | 19.91%-7.9pp | 28.84%-16.8pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $1,321 | $4,537-70.9% | $6,427-79.4% | $2,626-49.7% |
| Participant deferral / active EE | $7,777 | $7,143+8.9% | $9,133-14.8% | $4,350+78.8% |
| Admin fee / account holder | $36 | $1,252-97.2% | $13,898-99.7% | $1,945-98.2% |