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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $10,843 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES INC. Service code 49 200 JOHN JAMES AUDUBON PKWY STE 102 · AMHERST, NY 14228 | Other Services | $6,685 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $1,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,058 | $45,022-48.8% | $85,126-72.9% | $77,714-70.3% |
| Participation rate | 16.8% | 48.7%-31.9pp | 67.5%-50.7pp | 70.6%-53.8pp |
| Annual return | 18.06% | 79.38%-61.3pp | 66.63%-48.6pp | 31.26%-13.2pp |
| Employer contribution / active EE | $563 | $1,610-65.1% | $2,731-79.4% | $2,727-79.4% |
| Participant deferral / active EE | $1,177 | $2,811-58.1% | $4,523-74.0% | $4,649-74.7% |
| Admin fee / account holder | $66 | $913-92.7% | $6,160-98.9% | $433-84.7% |