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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURNACE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,922 |
Filed as: GALLAGHER RETIREMENT SERVICES Service code 99 · EIN 36-4291971 | Other Fees | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,427 | $88,324-81.4% | $115,038-85.7% | $55,191-70.2% |
| Participation rate | 90.8% | 72.5%+18.2pp | 81.4%+9.4pp | 69.2%+21.6pp |
| Annual return | 1.76% | 6.30%-4.5pp | 26.14%-24.4pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,658 | $2,805-40.9% | $4,608-64.0% | $1,899-12.7% |
| Participant deferral / active EE | $1,217 | $5,042-75.9% | $6,026-79.8% | $3,046-60.1% |
| Admin fee / account holder | $26 | $105-75.0% | $8,175-99.7% | $91-71.0% |