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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 | $1,140 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,909 | $47,180+5.8% | $149,723-66.7% | $74,473-33.0% |
| Participation rate | 28.5% | 63.4%-34.9pp | 78.8%-50.2pp | 70.7%-42.2pp |
| Annual return | 24.34% | 22.75%+1.6pp | 134.50%-110.2pp | 34.36%-10.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $935 | $2,730-65.8% | $5,682-83.5% | $4,530-79.4% |
| Admin fee / account holder | $8 | $343-97.8% | $13,215-99.9% | $347-97.8% |