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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL PENSION SERVICES INC Service code 13 · EIN 41-0848121 | Contract Administrator | $12,036 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $6,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,575 | $41,281-33.2% | $109,313-74.8% | $57,658-52.2% |
| Participation rate | 61.6% | 59.3%+2.3pp | 71.3%-9.6pp | 70.2%-8.6pp |
| Annual return | 5.93% | 8.97%-3.0pp | 22.07%-16.1pp | 5.13%+0.8pp |
| Employer contribution / active EE | $810 | $1,201-32.6% | $3,892-79.2% | $1,974-59.0% |
| Participant deferral / active EE | $1,100 | $2,223-50.5% | $3,166-65.3% | $3,061-64.1% |
| Admin fee / account holder | $69 | $75-7.8% | $5,666-98.8% | $95-26.6% |