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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 49 | Other Services | $6,650 |
MORNINGSTAR1 year Filed as: MORNINSTAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $389 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC. Service code 49 · EIN 06-0874395 510 MAIN STREET STOP A · GORHAM, ME 04038 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 11 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061991268 | Actuarial | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,091 | $95,388-91.5% | $125,363-93.5% | $77,906-89.6% |
| Participation rate | 98.8% | 78.6%+20.2pp | 82.4%+16.4pp | 73.7%+25.1pp |
| Annual return | 23.48% | 116.19%-92.7pp | 572.15%-548.7pp | 12.16%+11.3pp |
| Employer contribution / active EE | $1,707 | $3,666-53.5% | $4,815-64.6% | $2,846-40.0% |
| Participant deferral / active EE | $2,444 | $7,711-68.3% | $7,447-67.2% | $4,805-49.1% |
| Admin fee / account holder | $6 | $119-94.6% | $10,005-99.9% | $133-95.2% |