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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $294 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
GREGORY BURGE2+ years Service code 26 · EIN 77-0544712 | Advisory (Participants) | $0 |
GREGORY BURGE1 year Filed as: GREGORY POWELL GURGE & CO INC Service code 14 · EIN 77-0544712 | Plan Administrator | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,992 | $85,766-40.5% | $136,297-62.6% | $70,124-27.3% |
| Participation rate | 16.5% | 74.2%-57.7pp | 81.9%-65.5pp | 69.5%-53.1pp |
| Annual return | 8.59% | 31.45%-22.9pp | 5156.19%-5147.6pp | 73.14%-64.6pp |
| Employer contribution / active EE | $57 | $2,966-98.1% | $4,696-98.8% | $2,342-97.6% |
| Participant deferral / active EE | $1,947 | $5,051-61.5% | $6,247-68.8% | $3,332-41.6% |
| Admin fee / account holder | $39 | $5,420-99.3% | $9,244-99.6% | $4,645-99.2% |