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| Provider | Service type | Compensation |
|---|---|---|
WESSEL & COMPANY1+ years Service code 10 · EIN 25-1390233 | Accounting | $6,974 |
VOYS RETIREMENT INS & ANNUITY CO1+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,352 | $57,096-34.6% | $94,229-60.4% | $55,191-32.3% |
| Participation rate | 61.7% | 75.7%-14.0pp | 78.8%-17.1pp | 69.2%-7.5pp |
| Annual return | -0.45% | 159.65%-160.1pp | 10.68%-11.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $934 | $1,708-45.3% | $3,587-74.0% | $1,899-50.8% |
| Participant deferral / active EE | $2,182 | $3,165-31.1% | $4,320-49.5% | $3,046-28.4% |
| Admin fee / account holder | $67 | $89-24.8% | $6,269-98.9% | $91-26.1% |