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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 12 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Investment management fees paid direc... | $67,353 |
Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $48,039 |
Service code 49 | Other Services | $8,484 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 49 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Other Services | $2,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,814 | $81,301-74.4% | $76,030-72.6% | $200,096-89.6% |
| Participation rate | 21.2% | 70.1%-48.9pp | 69.1%-47.9pp | 72.0%-50.8pp |
| Annual return | 20.03% | 16.31%+3.7pp | 361.54%-341.5pp | 34.26%-14.2pp |
| Employer contribution / active EE | $221 | $3,352-93.4% | $2,688-91.8% | $3,038-92.7% |
| Participant deferral / active EE | $992 | $4,721-79.0% | $4,257-76.7% | $5,090-80.5% |
| Admin fee / account holder | $119 | $145-18.2% | $6,421-98.2% | $269-56.0% |