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| Provider | Service type | Compensation |
|---|---|---|
EVEREN SECURITIES INC1 year Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $2,731 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,651 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $350 |
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 | $13,476 | $46,297-70.9% | $71,671-81.2% | $62,293-78.4% |
| Participation rate | 32.2% | 60.6%-28.4pp | 68.7%-36.5pp | 69.5%-37.3pp |
| Annual return | 20.93% | 22.32%-1.4pp | 20.65%+0.3pp | 28.90%-8.0pp |
| Employer contribution / active EE | $392 | $1,412-72.2% | $2,460-84.1% | $2,042-80.8% |
| Participant deferral / active EE | $692 | $2,235-69.0% | $3,438-79.9% | $3,169-78.2% |
| Admin fee / account holder | $37 | $461-92.1% | $5,558-99.3% | $479-92.4% |