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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCOTT MILLER CPA AND ASSOCIATES Service code 99 · EIN 87-3523115 | Other Fees | $12,500 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 99 · EIN 93-0998477 | Other Fees | $4,530 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $22,293 | $55,889-60.1% | $76,119-70.7% | $80,935-72.5% |
| Participation rate | 93.0% | 62.1%+30.9pp | 69.1%+23.9pp | 67.7%+25.3pp |
| Annual return | 9.84% | 20.58%-10.7pp | 361.25%-351.4pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,665 | $3,051-12.7% | $4,259-37.4% | $4,299-38.0% |
| Admin fee / account holder | $140 | $5,241-97.3% | $6,421-97.8% | $6,924-98.0% |