Filed July 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,088 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,798 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $6,756 |
Filed as: VOYA RETIREMENT INSURANCE & AN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,283 | $47,648+45.4% | $130,648-47.0% | $67,579+2.5% |
| Participation rate | 53.8% | 60.4%-6.7pp | 71.7%-18.0pp | 71.3%-17.5pp |
| Annual return | 26.18% | 25.73%+0.4pp | 1708.96%-1682.8pp | 378.56%-352.4pp |
| Employer contribution / active EE | $929 | $1,408-34.0% | $4,092-77.3% | $2,148-56.7% |
| Participant deferral / active EE | $3,518 | $2,616+34.5% | $3,603-2.3% | $3,539-0.6% |
| Admin fee / account holder | $29 | $105-72.0% | $5,464-99.5% | $142-79.3% |