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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,206 |
INTRUST BANK, N.A.6 years Filed as: INTRUST BANK N.A. Service code 99 · EIN 48-0477525 | Other Fees | $19,945 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 · EIN 71-0294708 | Other Services | $6,430 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,140 | $78,483-70.5% | $106,201-78.2% | $74,546-69.0% |
| Participation rate | 75.9% | 72.8%+3.1pp | 75.3%+0.6pp | 67.2%+8.7pp |
| Annual return | 11.03% | 15.94%-4.9pp | 116.26%-105.2pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,081 | $2,522-57.1% | $3,170-65.9% | $2,624-58.8% |
| Participant deferral / active EE | $2,519 | $4,320-41.7% | $5,012-49.7% | $4,347-42.1% |
| Admin fee / account holder | $186 | $2,236-91.7% | $11,039-98.3% | $1,944-90.5% |