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| Provider | Service type | Compensation |
|---|---|---|
M HOLDING SECURITIES, INC.1+ years Service code 22 · EIN 91-1802259 | Insurance Broker | $31,541 |
AMERICAN FUNDS1+ years Filed as: AMERICAN FUNDS- CAPITAL BANK AND TR Service code 15 · EIN 95-6817943 | Recordkeeping | $2,100 |
PLYBON & ASSOCIATES, INC.1+ years Service code 14 · EIN 56-0863088 | Plan Administrator | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,152 | $70,667-48.8% | $123,106-70.6% | $52,331-30.9% |
| Participation rate | 65.7% | 83.7%-18.0pp | 86.8%-21.1pp | 68.1%-2.4pp |
| Annual return | 4.15% | 6.23%-2.1pp | 13.22%-9.1pp | 4.54%-0.4pp |
| Employer contribution / active EE | $478 | $2,946-83.8% | $5,151-90.7% | $1,882-74.6% |
| Participant deferral / active EE | $4,813 | $4,493+7.1% | $6,229-22.7% | $3,022+59.2% |
| Admin fee / account holder | $33 | $506-93.6% | $9,015-99.6% | $592-94.5% |