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| Provider | Service type | Compensation |
|---|---|---|
HEPHERD FINANCIAL INVESTMENT ADVIS1 year Service code 99 | Other Fees | $47,208 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,416 |
Filed as: HARDING SHYMANSKI Service code 99 · EIN 35-1346211 | Other Fees | $6,234 |
Service code 99 · EIN 82-0759826 | Other Fees | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,590 | $108,549-37.7% | $156,263-56.7% | $85,563-21.0% |
| Participation rate | 52.4% | 77.1%-24.7pp | 78.9%-26.5pp | 66.0%-13.6pp |
| Annual return | 12.66% | 21.79%-9.1pp | 59.47%-46.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $662 | $2,690-75.4% | $4,333-84.7% | $2,654-75.0% |
| Participant deferral / active EE | $1,324 | $4,800-72.4% | $6,158-78.5% | $4,375-69.7% |
| Admin fee / account holder | $65 | $650-90.0% | $14,255-99.5% | $834-92.2% |