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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,412 |
HANSON BRIDGETT LLP2 years Filed as: HANSON MCCLAIN SECURITIES Service code 55 8775 FOLSOM BLVD STE 100 · SACRAMENTO, CA 95826 | Other Commissions | $19,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,216 | $55,449+131.2% | $83,831+52.9% | $56,289+127.8% |
| Participation rate | 15.2% | 68.0%-52.8pp | 76.1%-61.0pp | 69.9%-54.7pp |
| Annual return | -1.94% | -1.38%-0.6pp | 850.99%-852.9pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $982 | $2,935-66.5% | $4,082-75.9% | $3,350-70.7% |
| Admin fee / account holder | $409 | $656-37.6% | $5,479-92.5% | $521-21.5% |