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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $1,449 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $495 |
LPL FINANCIAL1 year Filed as: FORTUNE FINANCIAL SERVICES, INC. Service code 52 · EIN 25-1799740 | Indirect Investment Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,199 | $61,166-67.0% | $185,849-89.1% | $79,391-74.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.74% | 19.45%-6.7pp | 122.10%-109.4pp | 116.88%-104.1pp |
| Employer contribution / active EE | $2,248 | $2,321-3.1% | $5,169-56.5% | $2,428-7.4% |
| Participant deferral / active EE | $4,419 | $2,789+58.5% | $5,569-20.6% | $4,046+9.2% |
| Admin fee / account holder | $33 | $710-95.3% | $16,244-99.8% | $627-94.7% |