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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 12 · EIN 71-0294708 | Investment management fees paid indir... | $92,721 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $69,585 |
Filed as: BENEFIT PLANS PLUS LLC Service code 49 11701 BORMAN DR · SAINT LOUIS, MO 63146 | Other Services | $65,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,049 | $107,624-76.7% | $76,735-67.4% | $103,975-75.9% |
| Participation rate | 21.1% | 70.3%-49.2pp | 69.5%-48.4pp | 72.5%-51.4pp |
| Annual return | 22.50% | 17.70%+4.8pp | 29.77%-7.3pp | 19.41%+3.1pp |
| Employer contribution / active EE | $209 | $4,589-95.4% | $2,454-91.5% | $3,722-94.4% |
| Participant deferral / active EE | $1,035 | $4,279-75.8% | $4,088-74.7% | $5,343-80.6% |
| Admin fee / account holder | $201 | $271-25.7% | $7,189-97.2% | $332-39.6% |