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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WAGNER, FERBER, FINE AND ACKERMAN Service code 99 · EIN 11-1000111 | Other Fees | $6,375 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,338 | $99,957-26.6% | $149,715-51.0% | $73,493-0.2% |
| Participation rate | 43.5% | 75.7%-32.2pp | 82.5%-38.9pp | 70.7%-27.1pp |
| Annual return | 16.71% | 53.87%-37.2pp | 276.66%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,207 | $6,073+2.2% | $6,842-9.3% | $3,740+66.0% |
| Admin fee / account holder | $36 | $551-93.4% | $9,310-99.6% | $513-92.9% |