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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY4 years Service code 49 · EIN 74-1537058 | Other Services | $12,560 |
Service code 99 · EIN 26-4311657 | Other Fees | $11,282 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,745 | $160,070-61.4% | $147,117-58.0% | $145,897-57.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 2.36% | 98.69%-96.3pp | 420.54%-418.2pp | 552.29%-549.9pp |
| Employer contribution / active EE | $52,731 | $5,285+897.8% | $4,932+969.0% | $4,663+1030.9% |
| Participant deferral / active EE | $149,906 | $8,419+1680.5% | $8,065+1758.8% | $6,689+2141.0% |
| Admin fee / account holder | $79 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |