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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $59,773 |
ASCENSUS LLC6 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $11,465 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 | Recordkeeping Fees | $3,930 |
Filed as: VOYA RETIREMENT INS. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,871 | $113,293-61.3% | $67,502-35.0% | $199,593-78.0% |
| Participation rate | 22.9% | 73.3%-50.5pp | 72.9%-50.0pp | 72.0%-49.1pp |
| Annual return | 14.61% | 15.88%-1.3pp | 3512.12%-3497.5pp | 34.25%-19.6pp |
| Employer contribution / active EE | $246 | $3,401-92.8% | $2,731-91.0% | $3,034-91.9% |
| Participant deferral / active EE | $1,233 | $4,159-70.4% | $4,000-69.2% | $5,087-75.8% |
| Admin fee / account holder | $273 | $103+166.1% | $3,998-93.2% | $269+1.5% |