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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM E HOWE1+ years Filed as: WILLIAM E. HOWE & CO. Service code 99 | Other Fees | $13,325 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,067 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILLIAM E HOWE1+ years Filed as: WILLIAM E. HOWE & CO Service code 99 · EIN 23-1682016 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,106 | $55,182-7.4% | $73,309-30.3% | $55,191-7.4% |
| Participation rate | 42.0% | 73.9%-32.0pp | 74.9%-32.9pp | 69.2%-27.2pp |
| Annual return | 0.22% | 8.55%-8.3pp | 5.67%-5.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,343 | $4,641-71.1% | $4,991-73.1% | $3,046-55.9% |
| Admin fee / account holder | $53 | $68-23.1% | $5,635-99.1% | $91-42.0% |