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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $69,723 |
ASCENSUS LLC3 years Filed as: FORUS ADVISORS LLC Service code 99 · EIN 46-1803145 | Other Fees | $6,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,419 | $54,690+67.2% | $76,030+20.2% | $74,478+22.7% |
| Participation rate | 58.0% | 60.3%-2.3pp | 69.1%-11.1pp | 67.2%-9.2pp |
| Annual return | 11.49% | 31.92%-20.4pp | 361.54%-350.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,559 | $3,070+48.5% | $4,257+7.1% | $4,350+4.8% |
| Admin fee / account holder | $484 | $2,240-78.4% | $6,421-92.5% | $1,946-75.1% |