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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $5,802 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,277 |
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 | $16,801 | $40,278-58.3% | $80,648-79.2% | $80,169-79.0% |
| Participation rate | 14.2% | 47.5%-33.4pp | 67.0%-52.9pp | 72.9%-58.8pp |
| Annual return | 32.20% | 50.86%-18.7pp | 937.21%-905.0pp | 40.39%-8.2pp |
| Employer contribution / active EE | $431 | $1,332-67.6% | $2,724-84.2% | $2,978-85.5% |
| Participant deferral / active EE | $1,087 | $2,696-59.7% | $4,443-75.5% | $5,016-78.3% |
| Admin fee / account holder | $124 | $210-41.0% | $5,382-97.7% | $145-14.4% |