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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 49 · EIN 26-2091417 PO BOX 241267 · SAINT PAUL, MN 55124 | Other Services | $9,699 |
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 | $35,958 | $76,112-52.8% | $96,534-62.8% | $71,511-49.7% |
| Participation rate | 97.7% | 74.4%+23.3pp | 76.0%+21.7pp | 67.9%+29.7pp |
| Annual return | 23.68% | 22.81%+0.9pp | 25.88%-2.2pp | 28.86%-5.2pp |
| Employer contribution / active EE | $2,339 | $2,248+4.0% | $2,965-21.1% | $2,589-9.7% |
| Participant deferral / active EE | $5,081 | $4,217+20.5% | $4,851+4.7% | $4,291+18.4% |
| Admin fee / account holder | $80 | $2,708-97.0% | $8,253-99.0% | $1,588-95.0% |