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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $4,614 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,429 | $37,418-66.8% | $77,100-83.9% | $77,906-84.0% |
| Participation rate | 13.9% | 46.9%-33.0pp | 67.9%-54.0pp | 73.7%-59.8pp |
| Annual return | -14.17% | -7.13%-7.0pp | 42.35%-56.5pp | 12.16%-26.3pp |
| Employer contribution / active EE | $371 | $1,200-69.1% | $2,815-86.8% | $2,846-87.0% |
| Participant deferral / active EE | $989 | $2,572-61.5% | $4,430-77.7% | $4,805-79.4% |
| Admin fee / account holder | $87 | $126-30.8% | $5,443-98.4% | $133-34.2% |