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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Service code 99 · EIN 33-3000333 | Other Fees | $13,200 |
PBS INC1 year Filed as: PBS, INC. Service code 99 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OR 97302 | Other Fees | $5,605 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,348 | $48,235-57.8% | $68,803-70.4% | $68,490-70.3% |
| Participation rate | 88.5% | 60.7%+27.8pp | 69.0%+19.5pp | 67.9%+20.6pp |
| Annual return | -11.24% | -12.70%+1.5pp | -6.37%-4.9pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,325 | $2,867-18.9% | $3,942-41.0% | $4,028-42.3% |
| Admin fee / account holder | $157 | $4,361-96.4% | $4,936-96.8% | $5,403-97.1% |