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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 99 · EIN 04-3046611 | Other Fees | $8,557 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $88 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,266 | $53,412-67.7% | $68,509-74.8% | $52,331-67.0% |
| Participation rate | 83.8% | 71.7%+12.2pp | 74.7%+9.1pp | 68.1%+15.7pp |
| Annual return | 128.31% | 3.42%+124.9pp | 8.27%+120.0pp | 4.54%+123.8pp |
| Employer contribution / active EE | $354 | $1,607-78.0% | $2,278-84.5% | $1,882-81.2% |
| Participant deferral / active EE | $980 | $2,688-63.5% | $3,382-71.0% | $3,022-67.6% |
| Admin fee / account holder | $13 | $461-97.3% | $5,275-99.8% | $592-97.9% |