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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 99 | Other Fees | $6,293 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $2,635 |
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $35,429 | $55,453-36.1% | $170,435-79.2% | $62,293-43.1% |
| Participation rate | 51.3% | 66.4%-15.1pp | 83.6%-32.3pp | 69.5%-18.2pp |
| Annual return | 16.63% | 21.38%-4.7pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $794 | $2,164-63.3% | $5,432-85.4% | $2,042-61.1% |
| Participant deferral / active EE | $1,590 | $2,303-31.0% | $4,939-67.8% | $3,169-49.8% |
| Admin fee / account holder | $240 | $455-47.3% | $13,881-98.3% | $479-50.0% |