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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ADMINISTRATION, INC.1+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $3,043 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,350 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,652 | $58,851-49.6% | $115,167-74.3% | $72,976-59.4% |
| Participation rate | 64.4% | 65.5%-1.1pp | 75.9%-11.5pp | 69.5%-5.0pp |
| Annual return | 21.37% | 23.16%-1.8pp | 35.60%-14.2pp | 81.02%-59.6pp |
| Employer contribution / active EE | $877 | $1,798-51.2% | $3,179-72.4% | $2,440-64.0% |
| Participant deferral / active EE | $1,921 | $2,643-27.3% | $4,169-53.9% | $3,608-46.8% |
| Admin fee / account holder | $38 | $6,370-99.4% | $7,089-99.5% | $5,124-99.3% |