Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $17,532 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $9,282 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $937 |
Filed as: VOYA RETIREMENT ADVISORS,LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $541 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,737 | $101,653-68.8% | $147,080-78.4% | $74,459-57.4% |
| Participation rate | 87.2% | 75.6%+11.7pp | 82.2%+5.1pp | 67.2%+20.0pp |
| Annual return | 20.76% | 8754.98%-8734.2pp | 420.17%-399.4pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $1,473 | $3,813-61.4% | $4,933-70.1% | $2,626-43.9% |
| Participant deferral / active EE | $3,369 | $7,304-53.9% | $8,066-58.2% | $4,350-22.6% |
| Admin fee / account holder | $43 | $1,752-97.6% | $12,989-99.7% | $1,945-97.8% |