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| Provider | Service type | Compensation |
|---|---|---|
BARCLAY PLANNING GROUP5+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 14 · EIN 38-3466149 | Plan Administrator | $53,614 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $2,652 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,712 | $84,948-76.8% | $70,494-72.0% | $73,412-73.1% |
| Participation rate | 76.0% | 79.9%-3.9pp | 75.1%+0.9pp | 72.2%+3.8pp |
| Annual return | 2.56% | 13.39%-10.8pp | 109.16%-106.6pp | 59.30%-56.7pp |
| Employer contribution / active EE | $1,695 | $2,834-40.2% | $2,738-38.1% | $2,234-24.1% |
| Participant deferral / active EE | $1,148 | $3,387-66.1% | $3,711-69.1% | $3,806-69.8% |
| Admin fee / account holder | $15 | $98-84.7% | $3,848-99.6% | $158-90.5% |