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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,337 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $6,005 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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.
Employer 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.
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 | $20,815 | $106,264-80.4% | $147,117-85.9% | $77,762-73.2% |
| Participation rate | 50.4% | 78.4%-28.0pp | 82.2%-31.8pp | 70.6%-20.2pp |
| Annual return | 21.89% | 56.94%-35.1pp | 420.54%-398.7pp | 31.27%-9.4pp |
| Employer contribution / active EE | $215 | $4,074-94.7% | $4,932-95.6% | $2,728-92.1% |
| Participant deferral / active EE | $1,679 | $8,003-79.0% | $8,065-79.2% | $4,651-63.9% |
| Admin fee / account holder | $91 | $334-72.7% | $12,993-99.3% | $433-78.9% |