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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 99 · EIN 46-0854203 | Other Fees | $15,805 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,102 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,656 | $83,023-65.5% | $102,437-72.0% | $77,762-63.1% |
| Participation rate | 29.0% | 71.5%-42.5pp | 74.5%-45.5pp | 70.6%-41.6pp |
| Annual return | 12.70% | 19.12%-6.4pp | 24.95%-12.3pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,053 | $3,552-70.4% | $3,871-72.8% | $2,728-61.4% |
| Participant deferral / active EE | $1,781 | $4,110-56.7% | $5,060-64.8% | $4,651-61.7% |
| Admin fee / account holder | $52 | $639-91.8% | $8,388-99.4% | $433-87.9% |