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| Provider | Service type | Compensation |
|---|---|---|
BDS CONSULTING GROUP, INC.3 years Service code 15 · EIN 04-2547708 | Recordkeeping | $10,920 |
Filed as: VOYA RETIREMENT INS & ANN CO. Service code 15 · EIN 36-3297908 | Recordkeeping | $1,150 |
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,298 | $46,292-45.4% | $143,757-82.4% | $64,808-61.0% |
| Participation rate | 55.9% | 64.2%-8.4pp | 80.3%-24.4pp | 71.5%-15.6pp |
| Annual return | -17.70% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $286 | $1,910-85.0% | $4,951-94.2% | $2,506-88.6% |
| Participant deferral / active EE | $1,799 | $2,646-32.0% | $5,637-68.1% | $4,310-58.3% |
| Admin fee / account holder | $70 | $154-54.4% | $14,673-99.5% | $188-62.6% |