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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $2,814 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $896 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,494 | $89,093-92.7% | $102,434-93.7% | $77,736-91.6% |
| Participation rate | 95.5% | 80.9%+14.5pp | 76.5%+19.0pp | 70.6%+24.9pp |
| Annual return | 11.50% | 25.03%-13.5pp | 29.46%-18.0pp | 31.26%-19.8pp |
| Employer contribution / active EE | $1,612 | $2,699-40.3% | $3,023-46.7% | $2,728-40.9% |
| Participant deferral / active EE | $1,833 | $5,147-64.4% | $5,055-63.7% | $4,651-60.6% |
| Admin fee / account holder | $33 | $236-86.1% | $9,462-99.7% | $433-92.4% |