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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING LIFE INSURANCE AND ANNUITY CO Service code 60 | Sub-TA Fees | $0 |
Filed as: ING MUTUAL FUNDS Service code 28 | Investment Management | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,193 | $46,360-6.8% | $147,617-70.7% | $52,331-17.5% |
| Participation rate | 23.3% | 64.9%-41.6pp | 84.6%-61.3pp | 68.1%-44.8pp |
| Annual return | 2.22% | 1.62%+0.6pp | 61.98%-59.8pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,617 | $2,258-28.4% | $4,895-67.0% | $3,022-46.5% |
| Admin fee / account holder | $11 | $766-98.6% | $11,612-99.9% | $592-98.2% |