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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
WATKINS ROSS1 year Service code 27 · EIN 38-1477362 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,845 | $65,118-25.0% | $76,766-36.4% | $55,725-12.3% |
| Participation rate | 67.7% | 79.6%-11.9pp | 77.0%-9.3pp | 70.9%-3.2pp |
| Annual return | 506.51% | -1.27%+507.8pp | 2.43%+504.1pp | 244.93%+261.6pp |
| Employer contribution / active EE | $434 | $1,941-77.6% | $2,485-82.5% | $2,078-79.1% |
| Participant deferral / active EE | $3,782 | $3,688+2.5% | $3,851-1.8% | $3,356+12.7% |
| Admin fee / account holder | $79 | $116-31.6% | $6,675-98.8% | $115-31.2% |