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| Provider | Service type | Compensation |
|---|---|---|
VALIANT RETIRE INC.1 year Service code 13 · EIN 87-1649469 | Contract Administrator | $9,092 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 25 · EIN 13-5570651 | Directed Trustee | $2,965 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,554 | $46,332-16.8% | $143,797-73.2% | $64,824-40.5% |
| Participation rate | 46.1% | 64.2%-18.2pp | 80.3%-34.2pp | 71.5%-25.4pp |
| Annual return | -11.38% | -10.05%-1.3pp | -0.04%-11.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $858 | $1,911-55.1% | $4,952-82.7% | $2,507-65.8% |
| Participant deferral / active EE | $1,147 | $2,647-56.7% | $5,638-79.7% | $4,311-73.4% |
| Admin fee / account holder | $138 | $154-10.3% | $14,679-99.1% | $188-26.6% |