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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 99 · EIN 47-5476782 | Other Fees | $39,421 |
Service code 49 · EIN 13-3180178 | Other Services | $4,734 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,932 | $102,553-37.7% | $151,611-57.8% | $66,914-4.5% |
| Participation rate | 62.1% | 85.5%-23.4pp | 87.5%-25.4pp | 69.8%-7.7pp |
| Annual return | -18.15% | -10.82%-7.3pp | 3.33%-21.5pp | 1.58%-19.7pp |
| Employer contribution / active EE | $3,599 | $4,180-13.9% | $6,166-41.6% | $2,544+41.4% |
| Participant deferral / active EE | $8,511 | $6,641+28.2% | $8,363+1.8% | $4,237+100.9% |
| Admin fee / account holder | $260 | $630-58.7% | $11,616-97.8% | $593-56.1% |