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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 12 · EIN 38-2438760 | Claims processing; Other services; Ot... | $2,400 |
Filed as: GREAT LAKES PENSION ASSOCIATES INC Service code 49 | Other Services | $2,099 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,760 |
MORNINGSTAR5 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $753 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 55 2550 INTERSTATE DR STE 400 · HARRISBURG, PA 17110 | Other Commissions | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,893 | $185,342-78.5% | $111,303-64.2% | $86,813-54.0% |
| Participation rate | 41.1% | 81.0%-39.9pp | 77.3%-36.2pp | 72.3%-31.2pp |
| Annual return | 18.05% | 500.80%-482.7pp | 54.66%-36.6pp | 97.93%-79.9pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,119 | $4,458-30.0% | $4,487-30.5% | $4,131-24.5% |
| Admin fee / account holder | $31 | $255-87.8% | $7,966-99.6% | $170-81.6% |