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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER WEALTH ENTERPRISES LLC Service code 99 · EIN 45-1588845 | Other Fees | $63,093 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $6,373 |
Filed as: VOYA RETIREMENT INSUR. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,012 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $998 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,429 | $63,471-41.0% | $68,808-45.6% | $66,938-44.1% |
| Participation rate | 95.5% | 60.0%+35.5pp | 69.0%+26.5pp | 69.8%+25.7pp |
| Annual return | -15.24% | -8.29%-7.0pp | -6.37%-8.9pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,733 | $1,776+53.9% | $2,656+2.9% | $2,545+7.4% |
| Participant deferral / active EE | $7,726 | $2,946+162.2% | $3,942+96.0% | $4,238+82.3% |
| Admin fee / account holder | $29 | $578-94.9% | $4,936-99.4% | $594-95.0% |