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 | $92,090-62.8% | $106,201-67.7% | $77,671-55.9% |
| Participation rate | 91.1% | 81.0%+10.1pp | 75.3%+15.8pp | 70.6%+20.5pp |
| Annual return | 12.66% | 17.89%-5.2pp | 116.26%-103.6pp | 31.21%-18.6pp |
| Employer contribution / active EE | $1,365 | $3,368-59.5% | $3,170-56.9% | $2,726-49.9% |
| Participant deferral / active EE | $3,494 | $5,386-35.1% | $5,012-30.3% | $4,648-24.8% |
| Admin fee / account holder | $51 | $219-76.7% | $11,039-99.5% | $430-88.1% |