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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,063 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $166 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $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.)
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 | $61,570 | $78,562-21.6% | $105,608-41.7% | $74,429-17.3% |
| Participation rate | 53.3% | 72.8%-19.5pp | 75.3%-22.0pp | 67.2%-13.9pp |
| Annual return | 14.73% | 15.94%-1.2pp | 116.50%-101.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $886 | $2,521-64.9% | $3,167-72.0% | $2,625-66.2% |
| Participant deferral / active EE | $2,410 | $4,321-44.2% | $5,010-51.9% | $4,348-44.6% |
| Admin fee / account holder | $489 | $2,217-77.9% | $11,028-95.6% | $1,944-74.8% |