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| Provider | Service type | Compensation |
|---|---|---|
TRIM-RITE FOOD CORP.1 year Service code 99 · EIN 12-0454883 801 COMMERCE PARKWAY · CARPENTERSVILLE, IL 60110 | Other Fees | $4,313 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,326 |
Service code 99 · EIN 36-3750335 2720 S. RIVER ROAD, SUITE 102 · DES PLAINES, IL 60018 | Other Fees | $409 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 · EIN 06-1375177 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $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.
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 | $71,600 | $89,436-19.9% | $164,813-56.6% | $77,643-7.8% |
| Participation rate | 46.0% | 78.6%-32.6pp | 78.6%-32.6pp | 70.6%-24.6pp |
| Annual return | 16.93% | 28.83%-11.9pp | 69.93%-53.0pp | 31.24%-14.3pp |
| Employer contribution / active EE | $802 | $2,569-68.8% | $4,341-81.5% | $2,726-70.6% |
| Participant deferral / active EE | $1,602 | $4,897-67.3% | $6,031-73.4% | $4,647-65.5% |
| Admin fee / account holder | $217 | $339-36.1% | $12,690-98.3% | $430-49.6% |