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| Provider | Service type | Compensation |
|---|---|---|
RUTTER WILLIAM RPROF3 years Service code 55 226 SANDRINGHAM CT · KNOXVILLE, TN 37934 | Other Commissions | $26,564 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,301 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,164 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $32,874 | $89,465-63.3% | $165,100-80.1% | $77,762-57.7% |
| Participation rate | 76.6% | 78.6%-2.1pp | 78.6%-2.0pp | 70.6%+6.0pp |
| Annual return | 12.17% | 28.86%-16.7pp | 70.21%-58.0pp | 31.27%-19.1pp |
| Employer contribution / active EE | $1,429 | $2,565-44.3% | $4,348-67.1% | $2,728-47.6% |
| Participant deferral / active EE | $2,214 | $4,904-54.8% | $6,035-63.3% | $4,651-52.4% |
| Admin fee / account holder | $21 | $340-93.7% | $12,696-99.8% | $433-95.1% |