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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $9,793 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,631 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 | Other Fees | $5,451 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,200 | $55,453-40.1% | $170,435-80.5% | $62,293-46.7% |
| Participation rate | 48.4% | 66.4%-17.9pp | 83.6%-35.2pp | 69.5%-21.1pp |
| Annual return | 12.73% | 21.38%-8.6pp | 205.94%-193.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $693 | $2,164-68.0% | $5,432-87.2% | $2,042-66.1% |
| Participant deferral / active EE | $1,008 | $2,303-56.2% | $4,939-79.6% | $3,169-68.2% |
| Admin fee / account holder | $208 | $455-54.3% | $13,881-98.5% | $479-56.6% |