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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 28 · EIN 71-0294708 | Investment Management | $5,058 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP. Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $355 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,492 | $102,429-49.7% | $147,096-65.0% | $80,925-36.4% |
| Participation rate | 71.6% | 75.9%-4.2pp | 82.2%-10.6pp | 67.7%+4.0pp |
| Annual return | 10.32% | 135.02%-124.7pp | 419.75%-409.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $4,411 | $3,716+18.7% | $4,936-10.6% | $2,756+60.0% |
| Participant deferral / active EE | $5,883 | $6,649-11.5% | $8,071-27.1% | $4,299+36.8% |
| Admin fee / account holder | $37 | $7,957-99.5% | $13,005-99.7% | $6,940-99.5% |