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| Provider | Service type | Compensation |
|---|---|---|
CELERITY ADVISORS LLC3 years Service code 99 · EIN 82-2476384 | Other Fees | $16,316 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,459 | $66,124-41.8% | $90,461-57.5% | $73,497-47.7% |
| Participation rate | 54.3% | 69.7%-15.4pp | 72.7%-18.4pp | 70.7%-16.4pp |
| Annual return | 13.26% | 17.65%-4.4pp | 1294.76%-1281.5pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,747 | $2,346-25.5% | $3,264-46.5% | $2,270-23.0% |
| Participant deferral / active EE | $894 | $3,039-70.6% | $3,964-77.5% | $3,740-76.1% |
| Admin fee / account holder | $341 | $396-14.0% | $5,617-93.9% | $513-33.6% |