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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BELFINT LYONS SHUMAN PA Service code 99 1011 CENTRE RD, SUITE 310 · WILMINGTON, DE 19805 | Other Fees | $14,000 |
LOREN D. STARK COMPANY5 years Filed as: LOREN D STARK COMPANY Service code 49 | Other Services | $5,356 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,785 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 | Advisory (Participants) | $3,785 |
LOREN D. STARK COMPANY5 years Service code 49 · EIN 74-1537058 10101 SOUTHWEST FREEWAY · HOUSTON, TX 77074 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 10.67% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |