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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $19,051 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $11,475 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · GARRAGUT, TN 37934 | Other Services | $7,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,790 | $79,045-32.0% | $100,378-46.4% | $74,429-27.7% |
| Participation rate | 62.9% | 79.4%-16.5pp | 81.5%-18.6pp | 67.2%-4.3pp |
| Annual return | 14.96% | 20.61%-5.7pp | 49.41%-34.4pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $4,270 | $3,015+41.6% | $3,942+8.3% | $2,625+62.7% |
| Participant deferral / active EE | $8,739 | $7,751+12.7% | $8,087+8.1% | $4,348+101.0% |
| Admin fee / account holder | $102 | $1,335-92.3% | $7,899-98.7% | $1,944-94.7% |