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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $78,472 |
BENSLER, LLC4 years Service code 99 · EIN 71-1004774 | Other Fees | $39,428 |
Service code 49 | Other Services | $6,436 |
Filed as: PENSION DESIGN & ADMIN., INC Service code 49 · EIN 91-1418265 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,410 | $27,243+176.8% | $52,425+43.8% | $79,634-5.3% |
| Participation rate | 20.9% | 22.4%-1.5pp | 55.6%-34.7pp | 62.5%-41.6pp |
| Annual return | 12.40% | 63.36%-51.0pp | 302.12%-289.7pp | 36.46%-24.1pp |
| Employer contribution / active EE | $387 | $319+21.2% | $914-57.7% | $2,529-84.7% |
| Participant deferral / active EE | $1,054 | $636+65.9% | $1,790-41.1% | $3,835-72.5% |
| Admin fee / account holder | $585 | $2,105-72.2% | $2,495-76.6% | $1,002-41.6% |