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| Provider | Service type | Compensation |
|---|---|---|
BARCLAY PLANNING GROUP3+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 14 · EIN 38-3466149 | Plan Administrator | $41,286 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $2,337 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,725 | $70,083-71.9% | $59,899-67.1% | $55,725-64.6% |
| Participation rate | 65.8% | 78.4%-12.6pp | 74.7%-8.9pp | 70.9%-5.1pp |
| Annual return | 7.72% | 3.13%+4.6pp | 3.46%+4.3pp | 244.93%-237.2pp |
| Employer contribution / active EE | $1,859 | $2,878-35.4% | $2,723-31.7% | $2,078-10.5% |
| Participant deferral / active EE | $1,219 | $3,079-60.4% | $3,402-64.2% | $3,356-63.7% |
| Admin fee / account holder | $17 | $70-75.6% | $3,592-99.5% | $115-85.1% |