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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 12 · EIN 71-0294708 | Contract Administrator; Investment ma... | $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.
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).
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 | $100,573-75.1% | $78,004-67.9% | $100,573-75.1% |
| Participation rate | 21.1% | 70.9%-49.9pp | 69.4%-48.4pp | 70.9%-49.9pp |
| Annual return | 22.50% | 18.89%+3.6pp | 31.07%-8.6pp | 18.89%+3.6pp |
| Employer contribution / active EE | $209 | $3,763-94.4% | $2,469-91.5% | $3,763-94.4% |
| Participant deferral / active EE | $1,035 | $4,921-79.0% | $4,092-74.7% | $4,921-79.0% |
| Admin fee / account holder | $201 | $454-55.7% | $7,578-97.3% | $454-55.7% |