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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $5,269 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,099 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,724 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,667 | $46,332-7.9% | $143,799-70.3% | $64,819-34.2% |
| Participation rate | 57.2% | 64.2%-7.0pp | 80.3%-23.1pp | 71.5%-14.2pp |
| Annual return | -16.45% | -10.05%-6.4pp | -0.04%-16.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $798 | $1,911-58.2% | $4,952-83.9% | $2,507-68.1% |
| Participant deferral / active EE | $3,374 | $2,647+27.5% | $5,638-40.2% | $4,311-21.7% |
| Admin fee / account holder | $63 | $154-59.1% | $14,677-99.6% | $188-66.5% |