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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 | $101,591+118.7% | $147,096+51.1% | $74,429+198.5% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 14.75% | 8746.45%-8731.7pp | 419.75%-405.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $5,448 | $3,813+42.9% | $4,936+10.4% | $2,625+107.5% |
| Participant deferral / active EE | $10,760 | $7,302+47.4% | $8,071+33.3% | $4,348+147.5% |
| Admin fee / account holder | $49 | $1,750-97.2% | $13,005-99.6% | $1,944-97.5% |