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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 | $980 |
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.
Employer contribution per participant 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 | $35,301 | $46,173-23.5% | $170,435-79.3% | $69,631-49.3% |
| Participation rate | 17.7% | 63.9%-46.2pp | 83.6%-65.9pp | 70.7%-53.0pp |
| Annual return | 13.56% | 21.62%-8.1pp | 205.94%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $598 | $2,080-71.2% | $4,939-87.9% | $3,224-81.4% |
| Admin fee / account holder | $24 | $116-79.4% | $13,881-99.8% | $110-78.4% |