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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $179,726-100.0% | $156,263-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 10.67% | 77.86%-67.2pp | 59.47%-48.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |