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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 11-1000111 | Other Fees | $9,191 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $431 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,193 | $34,242-61.5% | $76,518-82.8% | $75,289-82.5% |
| Participation rate | 9.9% | 43.9%-34.0pp | 68.0%-58.1pp | 72.4%-62.5pp |
| Annual return | 377.33% | -0.98%+378.3pp | -0.27%+377.6pp | -0.04%+377.4pp |
| Employer contribution / active EE | $288 | $975-70.5% | $2,647-89.1% | $2,405-88.0% |
| Participant deferral / active EE | $566 | $1,872-69.7% | $3,836-85.2% | $3,739-84.8% |
| Admin fee / account holder | $64 | $112-42.9% | $4,849-98.7% | $102-37.6% |