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| Provider | Service type | Compensation |
|---|---|---|
MARK OLEARY1 year Service code 99 · EIN 46-3941567 1625 TUSKEGEE PL UNIT 170 · COLORADO SPRINGS, CO 80915 | Other Fees | $20,812 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,886 |
THE ALLOCATION COMPANY3 years Service code 49 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD 5TH FLOOR · HOUSTON, TX 77024 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,325 | $65,908-43.4% | $81,812-54.4% | $77,643-51.9% |
| Participation rate | 50.0% | 65.8%-15.8pp | 72.3%-22.3pp | 70.6%-20.6pp |
| Annual return | 12.32% | 26.64%-14.3pp | 773.79%-761.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,923 | $2,370-18.9% | $2,912-34.0% | $2,726-29.5% |
| Participant deferral / active EE | $968 | $3,505-72.4% | $4,319-77.6% | $4,647-79.2% |
| Admin fee / account holder | $412 | $526-21.8% | $7,386-94.4% | $430-4.3% |