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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR. & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $80,578 |
ARVEST ASSET MANAGEMENT2 years Filed as: ARVEST WEALTH MANAGEMENT Service code 99 · EIN 71-0794602 | Other Fees | $17,978 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 | Other Services | $2,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,226 | $59,467-52.5% | $93,727-69.9% | $74,478-62.1% |
| Participation rate | 0.0% | 59.6%-59.6pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 10.96% | 82.14%-71.2pp | 133.83%-122.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $1,859 | $1,267+46.8% | $2,421-23.2% | $2,626-29.2% |
| Participant deferral / active EE | $4,151 | $3,052+36.0% | $4,417-6.0% | $4,350-4.6% |
| Admin fee / account holder | $592 | $3,028-80.4% | $8,292-92.9% | $1,946-69.6% |