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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 | $875 |
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.
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).
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 | $30,261 | $36,916-18.0% | $156,551-80.7% | $57,658-47.5% |
| Participation rate | 22.7% | 63.4%-40.7pp | 84.0%-61.3pp | 70.2%-47.5pp |
| Annual return | 4.41% | 12.38%-8.0pp | 32.23%-27.8pp | 5.13%-0.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $595 | $1,926-69.1% | $4,871-87.8% | $3,061-80.6% |
| Admin fee / account holder | $12 | $82-85.7% | $13,028-99.9% | $95-87.5% |