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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $17,321 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $777 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $117 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,466 | $58,311-30.6% | $81,882-50.6% | $80,959-50.0% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.4%+21.9pp | 67.7%+26.6pp |
| Annual return | 17.98% | 41.85%-23.9pp | 779.47%-761.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $2,056 | $2,347-12.4% | $2,916-29.5% | $2,757-25.4% |
| Participant deferral / active EE | $3,295 | $3,287+0.2% | $4,323-23.8% | $4,300-23.4% |
| Admin fee / account holder | $209 | $4,752-95.6% | $7,360-97.2% | $6,925-97.0% |