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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $14,198 |
Service code 26 | Advisory (Participants) | $4,450 |
Filed as: ARES RETIREMENT PLAN SERVICES, LLC Service code 49 | Other Services | $1,660 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $510 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $106 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,073 | $81,504-72.9% | $102,437-78.5% | $80,959-72.7% |
| Participation rate | 78.0% | 66.9%+11.2pp | 74.5%+3.5pp | 67.7%+10.4pp |
| Annual return | 8.87% | 25.60%-16.7pp | 24.95%-16.1pp | 35.67%-26.8pp |
| Employer contribution / active EE | $336 | $3,104-89.2% | $3,871-91.3% | $2,757-87.8% |
| Participant deferral / active EE | $1,463 | $3,871-62.2% | $5,060-71.1% | $4,300-66.0% |
| Admin fee / account holder | $115 | $6,719-98.3% | $8,388-98.6% | $6,925-98.3% |