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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 | $970 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,824 | $56,540-13.6% | $185,851-73.7% | $86,821-43.8% |
| Participation rate | 23.1% | 65.5%-42.5pp | 81.7%-58.6pp | 72.3%-49.2pp |
| Annual return | 12.60% | 118.20%-105.6pp | 122.11%-109.5pp | 97.94%-85.3pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $955 | $2,555-62.6% | $5,569-82.8% | $4,132-76.9% |
| Admin fee / account holder | $6 | $150-95.8% | $16,245-100.0% | $170-96.3% |