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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,560 |
GWM ADVISORS LLC1 year Service code 99 · EIN 46-0854203 | Other Fees | $14,072 |
TERREBONNE ARC1 year Service code 99 · EIN 11-1000111 | Other Fees | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,577 | $52,961-46.0% | $172,752-83.5% | $65,185-56.2% |
| Participation rate | 45.2% | 66.2%-21.0pp | 82.6%-37.4pp | 70.2%-25.0pp |
| Annual return | 16.78% | 30.12%-13.3pp | 802.97%-786.2pp | 29.38%-12.6pp |
| Employer contribution / active EE | $448 | $2,190-79.5% | $5,144-91.3% | $2,177-79.4% |
| Participant deferral / active EE | $964 | $2,471-61.0% | $5,198-81.4% | $3,514-72.6% |
| Admin fee / account holder | $218 | $472-53.9% | $13,955-98.4% | $847-74.3% |