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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 71-0294708 | Other Services | $12,721 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,920 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,193 | $101,653+118.6% | $147,080+51.1% | $74,459+198.4% |
| Participation rate | 91.5% | 75.6%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 14.75% | 8754.98%-8740.2pp | 420.17%-405.4pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $5,448 | $3,813+42.9% | $4,933+10.4% | $2,626+107.5% |
| Participant deferral / active EE | $10,760 | $7,304+47.3% | $8,066+33.4% | $4,350+147.4% |
| Admin fee / account holder | $49 | $1,752-97.2% | $12,989-99.6% | $1,945-97.5% |