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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 | Other Fees | $26,448 |
MCCULLEY FINANCIAL1 year Filed as: MCCULEY FINANCIAL GROUP, LLC Service code 27 · EIN 27-2955086 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,095 | $88,186-62.5% | $165,071-80.0% | $74,459-55.6% |
| Participation rate | 90.8% | 73.1%+17.7pp | 78.6%+12.2pp | 67.2%+23.6pp |
| Annual return | 13.55% | 17.13%-3.6pp | 70.17%-56.6pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,598 | $2,600-0.1% | $4,347-40.2% | $2,626-1.1% |
| Participant deferral / active EE | $5,386 | $4,505+19.6% | $6,035-10.8% | $4,350+23.8% |
| Admin fee / account holder | $62 | $2,234-97.2% | $12,695-99.5% | $1,945-96.8% |