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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $17,251 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,134 | $65,092+76.9% | $143,799-19.9% | $66,938+72.0% |
| Participation rate | 86.2% | 65.2%+20.9pp | 80.3%+5.8pp | 69.8%+16.3pp |
| Annual return | -17.17% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,536 | $2,362+134.4% | $4,952+11.8% | $2,545+117.5% |
| Participant deferral / active EE | $4,959 | $2,920+69.8% | $5,638-12.1% | $4,238+17.0% |
| Admin fee / account holder | $56 | $502-88.8% | $14,677-99.6% | $594-90.5% |