Filed March 23, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,207 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,349 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,274 | $84,499-32.2% | $125,391-54.3% | $66,949-14.5% |
| Participation rate | 40.8% | 76.4%-35.7pp | 82.4%-41.6pp | 69.8%-29.1pp |
| Annual return | -19.38% | -8.49%-10.9pp | 572.41%-591.8pp | 1.57%-21.0pp |
| Employer contribution / active EE | $1,051 | $3,554-70.4% | $4,816-78.2% | $2,545-58.7% |
| Participant deferral / active EE | $5,622 | $6,785-17.1% | $7,448-24.5% | $4,239+32.6% |
| Admin fee / account holder | $36 | $685-94.8% | $10,009-99.6% | $594-94.0% |