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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL SERVICES Service code 27 · EIN 95-4516049 | Advisory (Plan) | $2,468 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $0 |
THE ALLOCATION COMPANY1 year Filed as: THE ALLOCATION COMPANY, INC. Service code 49 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD 5TH FLOOR · HOUSTON, TX 77024 | Other Services | $0 |
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 | $31,230 | $42,901-27.2% | $91,225-65.8% | $64,814-51.8% |
| Participation rate | 90.5% | 68.1%+22.4pp | 73.2%+17.3pp | 71.5%+19.1pp |
| Annual return | -17.59% | -13.53%-4.1pp | 114.10%-131.7pp | 32.84%-50.4pp |
| Employer contribution / active EE | $995 | $1,571-36.6% | $2,851-65.1% | $2,507-60.3% |
| Participant deferral / active EE | $2,153 | $3,501-38.5% | $4,234-49.2% | $4,310-50.1% |
| Admin fee / account holder | $71 | $131-45.7% | $5,422-98.7% | $188-62.1% |