Filed November 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 28 601 UNION STREET, SUITE 4343 · SEATTLE, WA 98101 | Investment Management | $41,972 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,980 |
Filed as: ING MUTUAL FUNDS Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,734 | $33,745+68.1% | $64,105-11.5% | $55,191+2.8% |
| Participation rate | 53.6% | 59.4%-5.8pp | 68.2%-14.6pp | 69.2%-15.6pp |
| Annual return | 0.79% | 4.95%-4.2pp | 791.24%-790.4pp | 10.78%-10.0pp |
| Employer contribution / active EE | $485 | $641-24.3% | $1,820-73.3% | $1,899-74.4% |
| Participant deferral / active EE | $3,228 | $1,929+67.3% | $2,822+14.4% | $3,046+6.0% |
| Admin fee / account holder | $54 | $94-42.7% | $4,499-98.8% | $91-40.4% |