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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS LLC Service code 49 · EIN 26-2091417 PO BOX 241267 · SAINT PAUL, MN 55124 | Other Services | $11,998 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $49,781 | $79,223-37.2% | $102,460-51.4% | $74,478-33.2% |
| Participation rate | 99.0% | 74.8%+24.3pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 14.56% | 54.98%-40.4pp | 29.47%-14.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,666 | $2,363+12.8% | $3,025-11.9% | $2,626+1.5% |
| Participant deferral / active EE | $5,673 | $4,417+28.4% | $5,056+12.2% | $4,350+30.4% |
| Admin fee / account holder | $71 | $2,003-96.4% | $9,460-99.2% | $1,946-96.3% |