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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 99 | Other Fees | $6,251 |
MORNINGSTAR3 years Filed as: MORNINGSTART Service code 27 | Advisory (Plan) | $631 |
Filed as: VOYA RETIREENT INSUARNCE & ANNUITY Service code 49 | Other Services | $625 |
Filed as: BURNHAM GIBSON WEALTH ADVISRS Service code 99 · EIN 47-5476782 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,122 | $46,332-82.5% | $143,799-94.4% | $64,819-87.5% |
| Participation rate | 35.4% | 64.2%-28.8pp | 80.3%-44.9pp | 71.5%-36.1pp |
| Annual return | -15.67% | -10.05%-5.6pp | -0.04%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $946 | $2,647-64.3% | $5,638-83.2% | $4,311-78.0% |
| Admin fee / account holder | $6 | $154-95.8% | $14,677-100.0% | $188-96.6% |