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| Provider | Service type | Compensation |
|---|---|---|
ADVISORS' PRIDE INC.1 year Filed as: ADVISORS PRIDE Service code 99 · EIN 39-1689208 | Other Fees | $0 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 49 · EIN 39-1884254 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $62,606 | $95,415-34.4% | $185,851-66.3% | $85,851-27.1% |
| Participation rate | 66.3% | 68.8%-2.4pp | 81.7%-15.4pp | 69.3%-3.0pp |
| Annual return | 13.03% | 23.59%-10.6pp | 122.11%-109.1pp | 318.63%-305.6pp |
| Employer contribution / active EE | $1,532 | $3,314-53.8% | $5,168-70.4% | $2,565-40.3% |
| Participant deferral / active EE | $3,248 | $3,424-5.1% | $5,569-41.7% | $3,952-17.8% |
| Admin fee / account holder | $198 | $7,215-97.2% | $16,245-98.8% | $6,261-96.8% |