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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL PENSION SERVICES INC Service code 13 · EIN 41-0848121 | Contract Administrator | $11,020 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $2,935 |
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 | $29,168 | $45,324-35.6% | $122,354-76.2% | $69,631-58.1% |
| Participation rate | 63.5% | 59.9%+3.6pp | 71.6%-8.1pp | 70.7%-7.2pp |
| Annual return | 14.09% | 25.35%-11.3pp | 30.28%-16.2pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $866 | $1,230-29.5% | $4,051-78.6% | $2,032-57.4% |
| Participant deferral / active EE | $1,126 | $2,367-52.4% | $3,287-65.7% | $3,224-65.1% |
| Admin fee / account holder | $47 | $87-45.6% | $5,479-99.1% | $110-57.2% |