Filed January 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 CO/FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $18,772 |
AVINTUS8+ years Service code 99 · EIN 04-3682160 | Other Fees | $8,450 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,357 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,762 | $84,487+122.2% | $125,339+49.8% | $66,914+180.6% |
| Participation rate | 93.0% | 76.4%+16.5pp | 82.4%+10.6pp | 69.8%+23.2pp |
| Annual return | -14.35% | -8.39%-6.0pp | 572.05%-586.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $4,920 | $3,553+38.5% | $4,814+2.2% | $2,544+93.4% |
| Participant deferral / active EE | $10,634 | $6,781+56.8% | $7,446+42.8% | $4,237+151.0% |
| Admin fee / account holder | $347 | $685-49.4% | $10,010-96.5% | $593-41.6% |