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| Provider | Service type | Compensation |
|---|---|---|
CALTON & ASSOCIATES, INC.2 years Filed as: CALTON AND ASSOCIATES Service code 99 · EIN 59-2845944 | Other Fees | $39,492 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 11-1000111 | Other Services | $6,081 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,687 | $54,590-27.3% | $81,716-51.4% | $73,493-46.0% |
| Participation rate | 95.8% | 68.3%+27.4pp | 72.0%+23.8pp | 70.7%+25.1pp |
| Annual return | 16.83% | 17.74%-0.9pp | 29.49%-12.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,582 | $1,636-3.3% | $4,310-63.3% | $2,270-30.3% |
| Participant deferral / active EE | $5,051 | $2,759+83.1% | $7,108-28.9% | $3,740+35.1% |
| Admin fee / account holder | $199 | $592-66.4% | $5,159-96.1% | $513-61.2% |