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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $32,273 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,983 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 | Other Services | $3,300 |
MORNINGSTAR1 year Service code 27 · EIN 47-1411118 | Advisory (Plan) | $1,752 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,923 | $65,960-39.5% | $81,882-51.2% | $77,762-48.7% |
| Participation rate | 28.7% | 65.8%-37.1pp | 72.4%-43.7pp | 70.6%-41.9pp |
| Annual return | 16.73% | 26.64%-9.9pp | 779.47%-762.7pp | 31.27%-14.5pp |
| Employer contribution / active EE | $78 | $2,375-96.7% | $2,916-97.3% | $2,728-97.1% |
| Participant deferral / active EE | $1,372 | $3,505-60.9% | $4,323-68.3% | $4,651-70.5% |
| Admin fee / account holder | $64 | $526-87.8% | $7,360-99.1% | $433-85.1% |