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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $529,153 |
MMA SECURITIES LLC4+ years Service code 99 · EIN 22-3570392 | Other Fees | $124,233 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $40,445 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $27,344 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 99 · EIN 22-2000222 | Other Fees | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,844 | $59,339+7.6% | $149,673-57.3% | $103,482-38.3% |
| Participation rate | 37.5% | 70.2%-32.7pp | 78.8%-41.2pp | 73.3%-35.7pp |
| Annual return | 15.52% | 77.78%-62.3pp | 134.42%-118.9pp | 33.11%-17.6pp |
| Employer contribution / active EE | $762 | $2,178-65.0% | $4,818-84.2% | $3,208-76.2% |
| Participant deferral / active EE | $2,670 | $3,716-28.1% | $5,680-53.0% | $5,207-48.7% |
| Admin fee / account holder | $146 | $103+41.9% | $13,210-98.9% | $114+28.1% |