Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FORUS ADVISORS LLC Service code 99 · EIN 46-1803145 | Other Fees | $20,467 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,271 | $92,186-62.8% | $105,624-67.6% | $77,762-55.9% |
| Participation rate | 91.1% | 81.0%+10.1pp | 75.3%+15.8pp | 70.6%+20.5pp |
| Annual return | 12.66% | 17.83%-5.2pp | 116.20%-103.5pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,365 | $3,376-59.6% | $3,168-56.9% | $2,728-50.0% |
| Participant deferral / active EE | $3,494 | $5,395-35.2% | $5,013-30.3% | $4,651-24.9% |
| Admin fee / account holder | $51 | $219-76.7% | $10,961-99.5% | $433-88.2% |