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| Provider | Service type | Compensation |
|---|---|---|
MARY DELANEY CERETTO9+ years Filed as: MARY ANN MCCARTHY Service code 63 819 EAST RAMONA WAY · FRESNO, CA 93704 | 12b-1 Fees | $179,977 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 060954774 | Other Services | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,720 | $71,516-50.1% | $98,439-63.7% | $71,457-50.0% |
| Participation rate | 57.8% | 72.7%-14.9pp | 75.2%-17.3pp | 67.9%-10.1pp |
| Annual return | 15.07% | 32.41%-17.3pp | 21.16%-6.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,449 | $4,109-64.7% | $4,738-69.4% | $4,289-66.2% |
| Admin fee / account holder | $65 | $1,675-96.1% | $8,948-99.3% | $1,587-95.9% |