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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 49 PO BOX 55757 · BOSTON, MA 02205 | Other Services | $159 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $70 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $70 |
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $52 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,157 | $86,655-82.5% | $119,622-87.3% | $66,938-77.4% |
| Participation rate | 15.1% | 75.6%-60.5pp | 79.3%-64.2pp | 69.8%-54.8pp |
| Annual return | -33.41% | -8.00%-25.4pp | -14.98%-18.4pp | 1.58%-35.0pp |
| Employer contribution / active EE | $382 | $2,536-85.0% | $4,232-91.0% | $2,545-85.0% |
| Participant deferral / active EE | $1,306 | $4,358-70.0% | $5,601-76.7% | $4,238-69.2% |
| Admin fee / account holder | $447 | $755-40.8% | $10,328-95.7% | $594-24.7% |