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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 | $59,456-52.5% | $93,669-69.9% | $74,429-62.1% |
| Participation rate | 0.0% | 59.6%-59.6pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 10.96% | 82.00%-71.0pp | 133.59%-122.6pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,859 | $1,266+46.9% | $2,424-23.3% | $2,625-29.2% |
| Participant deferral / active EE | $4,151 | $3,052+36.0% | $4,416-6.0% | $4,348-4.5% |
| Admin fee / account holder | $592 | $3,026-80.4% | $8,291-92.9% | $1,944-69.5% |