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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $76 |
Filed as: VOYA RET INSURANCE & ANNUITY Service code 27 | Advisory (Plan) | $76 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 16-1124166 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $76 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $0 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,236 | $104,475-62.4% | $159,436-75.4% | $79,386-50.6% |
| Participation rate | 49.4% | 76.6%-27.2pp | 82.8%-33.4pp | 70.7%-21.3pp |
| Annual return | 10.83% | 67.95%-57.1pp | 263.57%-252.7pp | 116.85%-106.0pp |
| Employer contribution / active EE | $1,652 | $3,417-51.7% | $4,829-65.8% | $2,427-32.0% |
| Participant deferral / active EE | $2,958 | $6,467-54.3% | $7,352-59.8% | $4,046-26.9% |
| Admin fee / account holder | $34 | $711-95.2% | $10,799-99.7% | $626-94.5% |