Filed January 31, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST LLC Service code 99 · EIN 84-2028419 | Other Fees | $27,491 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17,182 |
ASCENSUS LLC4 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $16,289 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,681 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $47 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,875 | $129,227-35.9% | $184,256-55.0% | $77,762+6.6% |
| Participation rate | 99.7% | 87.4%+12.3pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 14.67% | 33.24%-18.6pp | 28.85%-14.2pp | 31.27%-16.6pp |
| Employer contribution / active EE | $4,110 | $4,412-6.9% | $6,427-36.1% | $2,728+50.6% |
| Participant deferral / active EE | $5,442 | $7,307-25.5% | $9,133-40.4% | $4,651+17.0% |
| Admin fee / account holder | $154 | $256-39.7% | $13,899-98.9% | $433-64.4% |