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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: ING FINANCIAL ADVISORS Service code 63 · EIN 06-1375177 PO BOX 990067 · HARTFORD, CT 061990067 | 12b-1 Fees | $0 |
Filed as: ING LIFE INSURANCE AND ANNUITY COMP Service code 60 | Sub-TA Fees | $0 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 PO BOX 990067 · HARTFORD, CT 061990067 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY COM Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
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).
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 | $38,071 | $33,914+12.3% | $63,412-40.0% | $52,331-27.2% |
| Participation rate | 27.2% | 59.6%-32.4pp | 67.1%-39.9pp | 68.1%-40.9pp |
| Annual return | 0.74% | 3.22%-2.5pp | 4.04%-3.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $868 | $1,121-22.6% | $1,814-52.1% | $1,882-53.9% |
| Participant deferral / active EE | $1,794 | $1,733+3.5% | $2,496-28.1% | $3,022-40.6% |
| Admin fee / account holder | $41 | $353-88.3% | $3,753-98.9% | $592-93.0% |