Filed November 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING7+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 99 · EIN 22-2000222 | Other Fees | $64,124 |
GEFFEN MESHER5 years Filed as: GEFFEN MESHER & COMPANY, P.C Service code 99 · EIN 11-1000111 | Other Fees | $34,000 |
MORNINGSTAR7+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,914 |
ASCENSUS LLC2 years Service code 49 · EIN 82-3719843 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,042 | $50,956-33.2% | $96,575-64.8% | $86,813-60.8% |
| Participation rate | 90.0% | 65.2%+24.7pp | 69.8%+20.1pp | 72.3%+17.7pp |
| Annual return | 14.96% | 21.27%-6.3pp | 37.79%-22.8pp | 97.93%-83.0pp |
| Employer contribution / active EE | $757 | $1,111-31.8% | $2,357-67.9% | $2,406-68.5% |
| Participant deferral / active EE | $5,318 | $2,954+80.0% | $3,849+38.2% | $4,131+28.7% |
| Admin fee / account holder | $311 | $166+87.0% | $6,182-95.0% | $170+83.1% |