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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 P O BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $24,900 |
Filed as: ERICKSEN KRENTEL LLP Service code 99 · EIN 11-1000111 | Other Fees | $23,500 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,552 | $58,644-32.6% | $178,505-77.8% | $200,096-80.2% |
| Participation rate | 13.9% | 65.5%-51.6pp | 77.1%-63.2pp | 72.0%-58.1pp |
| Annual return | 13.34% | 19.25%-5.9pp | 27.16%-13.8pp | 34.26%-20.9pp |
| Employer contribution / active EE | $258 | $1,801-85.7% | $3,955-93.5% | $3,038-91.5% |
| Participant deferral / active EE | $1,310 | $4,248-69.2% | $6,280-79.1% | $5,090-74.3% |
| Admin fee / account holder | $156 | $145+7.5% | $10,428-98.5% | $269-42.0% |