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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 P.O. BOX 770002 · CINCINNATI, OH 452770089 | Recordkeeping Fees | $1,385 |
Filed as: VOYA MUTUAL FUNDS Service code 28 · EIN 95-4516049 PO BOX 990067 · HARTFORD, CT 061990067 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 60 · EIN 70-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $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).
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 | $28,697 | $37,117-22.7% | $147,617-80.6% | $55,191-48.0% |
| Participation rate | 18.4% | 63.6%-45.2pp | 84.6%-66.2pp | 69.2%-50.8pp |
| Annual return | 2.56% | 3.44%-0.9pp | 61.98%-59.4pp | 10.78%-8.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $624 | $1,985-68.6% | $4,895-87.3% | $3,046-79.5% |
| Admin fee / account holder | $16 | $86-81.7% | $11,612-99.9% | $91-82.8% |