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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $74,928 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 · EIN 35-2552359 | Other Fees | $32,644 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $17,890 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,312 | $53,204-88.1% | $155,556-95.9% | $200,096-96.8% |
| Participation rate | 89.7% | 64.1%+25.6pp | 78.2%+11.5pp | 72.0%+17.7pp |
| Annual return | 14.04% | 41.02%-27.0pp | 64.84%-50.8pp | 34.26%-20.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,916 | $3,163-39.4% | $5,631-66.0% | $5,090-62.4% |
| Admin fee / account holder | $59 | $186-68.2% | $15,885-99.6% | $269-78.1% |