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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $805 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $805 |
HICKS PENSION SERVICES2 years Service code 49 · EIN 77-0155091 | Other Services | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,869 | $100,272-74.2% | $170,057-84.8% | $74,473-65.3% |
| Participation rate | 54.3% | 87.4%-33.1pp | 87.0%-32.7pp | 70.7%-16.5pp |
| Annual return | 29.73% | 66.12%-36.4pp | 53.42%-23.7pp | 34.36%-4.6pp |
| Employer contribution / active EE | $1,785 | $4,266-58.2% | $6,790-73.7% | $2,638-32.3% |
| Participant deferral / active EE | $3,594 | $7,147-49.7% | $10,411-65.5% | $4,530-20.7% |
| Admin fee / account holder | $31 | $235-86.6% | $12,826-99.8% | $347-91.0% |