See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PACE FIDUCIARY SERVICES LLC2 years Service code 99 · EIN 82-3334300 | Other Fees | $1,342 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $807 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $481 |
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $481 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,429 | $70,908-33.1% | $98,907-52.0% | $73,488-35.5% |
| Participation rate | 57.2% | 73.8%-16.5pp | 76.0%-18.8pp | 70.7%-13.4pp |
| Annual return | 13.84% | 34.17%-20.3pp | 196.43%-182.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $571 | $2,036-72.0% | $2,689-78.8% | $2,270-74.9% |
| Participant deferral / active EE | $2,113 | $3,500-39.6% | $4,244-50.2% | $3,740-43.5% |
| Admin fee / account holder | $192 | $535-64.0% | $6,642-97.1% | $513-62.5% |