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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $34,354 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $23,650 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 10 · EIN 47-1083831 | Accounting | $23,121 |
MCGREGOR & ASSOCIATES, INC.2 years Filed as: MCGREGOR & COMPANY Service code 99 3830 FOREST DRIVE · COLUMBIA, SC 29204 | Other Fees | $6,000 |
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 | $15,811 | $47,163-66.5% | $149,696-89.4% | $74,460-78.8% |
| Participation rate | 88.0% | 63.4%+24.6pp | 78.8%+9.2pp | 70.7%+17.3pp |
| Annual return | 14.44% | 22.75%-8.3pp | 134.46%-120.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $924 | $1,907-51.6% | $4,821-80.8% | $2,638-65.0% |
| Participant deferral / active EE | $1,401 | $2,730-48.7% | $5,682-75.3% | $4,530-69.1% |
| Admin fee / account holder | $132 | $343-61.6% | $13,212-99.0% | $348-62.2% |