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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,110 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $4,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,223 | $83,843-37.7% | $123,973-57.9% | $65,306-20.0% |
| Participation rate | 66.3% | 56.0%+10.4pp | 76.7%-10.3pp | 57.7%+8.7pp |
| Annual return | 10.66% | 19.87%-9.2pp | 388.13%-377.5pp | 21.94%-11.3pp |
| Employer contribution / active EE | $2,070 | $2,873-27.9% | $4,126-49.8% | $1,967+5.2% |
| Participant deferral / active EE | $2,718 | $2,997-9.3% | $5,247-48.2% | $2,959-8.1% |
| Admin fee / account holder | $116 | $4,735-97.6% | $11,799-99.0% | $3,480-96.7% |