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| Provider | Service type | Compensation |
|---|---|---|
MARY JURNEY10+ years Filed as: MARY ANN MCCARTHY Service code 63 819 EAST RAMONA WAY · FRESNO, CA 93704 | 12b-1 Fees | $18,847 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 060954774 | Other Services | $1,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,808 | $87,132-37.1% | $105,624-48.1% | $80,959-32.3% |
| Participation rate | 55.8% | 70.4%-14.6pp | 75.3%-19.5pp | 67.7%-11.9pp |
| Annual return | 13.13% | 17.03%-3.9pp | 116.20%-103.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,373 | $3,985-65.6% | $5,013-72.6% | $4,300-68.1% |
| Admin fee / account holder | $30 | $8,449-99.6% | $10,961-99.7% | $6,925-99.6% |