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| Provider | Service type | Compensation |
|---|---|---|
R&R INSURANCE1 year Filed as: K.P.D. INSURANCE Service code 99 · EIN 33-3000333 | Other Fees | $12,132 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 99 · EIN 93-0998477 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Fees | $8,972 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
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 | $12,502 | $47,922-73.9% | $75,900-83.5% | $65,186-80.8% |
| Participation rate | 80.8% | 63.0%+17.8pp | 69.3%+11.5pp | 70.2%+10.6pp |
| Annual return | 15.04% | 24.12%-9.1pp | 30.73%-15.7pp | 29.39%-14.3pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,878 | $2,550-26.4% | $3,604-47.9% | $3,514-46.6% |
| Admin fee / account holder | $108 | $532-79.6% | $5,421-98.0% | $847-87.2% |