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| Provider | Service type | Compensation |
|---|---|---|
M HOLDING SECURITIES, INC.2+ years Service code 22 · EIN 91-1802259 | Insurance Broker | $10,294 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,417 |
PLYBON & ASSOCIATES, INC.2+ years Service code 14 · EIN 56-0863088 | Plan Administrator | $1,200 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,636 | $74,089-41.1% | $133,975-67.4% | $55,167-20.9% |
| Participation rate | 64.8% | 84.3%-19.5pp | 87.1%-22.3pp | 69.0%-4.2pp |
| Annual return | 11.48% | 12.11%-0.6pp | 29.29%-17.8pp | 169.23%-157.7pp |
| Employer contribution / active EE | $530 | $3,064-82.7% | $5,211-89.8% | $1,963-73.0% |
| Participant deferral / active EE | $5,688 | $4,678+21.6% | $6,282-9.4% | $3,054+86.2% |
| Admin fee / account holder | $27 | $458-94.1% | $9,324-99.7% | $504-94.6% |