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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,586 |
Filed as: INTELLIGENCE DRIVE ADVISERS, LLC Service code 99 · EIN 83-2499358 | Other Fees | $15,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,637 | $83,023-83.6% | $102,437-86.7% | $77,762-82.5% |
| Participation rate | 54.7% | 71.5%-16.9pp | 74.5%-19.9pp | 70.6%-15.9pp |
| Annual return | 11.14% | 19.12%-8.0pp | 24.95%-13.8pp | 31.27%-20.1pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,022 | $4,110-26.5% | $5,060-40.3% | $4,651-35.0% |
| Admin fee / account holder | $132 | $639-79.4% | $8,388-98.4% | $433-69.6% |