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| Provider | Service type | Compensation |
|---|---|---|
KERNUTT STOKES LLP1 year Filed as: KERNUTT STOKES Service code 99 · EIN 11-1000111 | Other Fees | $24,199 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 49 · EIN 93-0998477 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $3,800 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,597 | $42,396-72.6% | $67,313-82.8% | $56,289-79.4% |
| Participation rate | 75.6% | 61.0%+14.6pp | 69.1%+6.5pp | 69.9%+5.7pp |
| Annual return | -7.72% | -36.63%+28.9pp | -4.08%-3.6pp | -9.96%+2.2pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,779 | $2,360-24.6% | $3,568-50.1% | $3,350-46.9% |
| Admin fee / account holder | $33 | $510-93.6% | $4,507-99.3% | $521-93.7% |