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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, INC Service code 27 535 KEISLER DR STE 102 · CARY, NC 27518 | Advisory (Plan) | $19,375 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $79 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,245 | $54,717+15.6% | $86,216-26.6% | $71,511-11.6% |
| Participation rate | 72.3% | 60.1%+12.2pp | 69.0%+3.4pp | 67.9%+4.4pp |
| Annual return | 79.65% | 20.07%+59.6pp | 1169.42%-1089.8pp | 28.86%+50.8pp |
| Employer contribution / active EE | $1,343 | $1,267+6.0% | $2,382-43.6% | $2,589-48.1% |
| Participant deferral / active EE | $6,382 | $3,110+105.2% | $3,986+60.1% | $4,291+48.7% |
| Admin fee / account holder | $198 | $1,922-89.7% | $6,853-97.1% | $1,588-87.5% |