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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLAN DESIGN CONSULTANTS Service code 49 3451 VIA MONTEBELLO STE 192 · CARLSBAD, CA 92009 | Other Services | $10,133 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES Service code 49 190D SAUNDERSVILLE RD STE 4004 · HENDERSONVILLE, TN 37075 | Other Services | $0 |
STRATEGIC WEALTH ADVISORS GROUP4+ years Service code 99 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $214,378-100.0% | $200,582-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 1.42% | 46.41%-45.0pp | 42.33%-40.9pp | 217.08%-215.7pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |