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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 49 · EIN 71-0294708 PO BOX 9900067 · HARTFORD, CT 061990104 | Other Services | $91,939 |
Filed as: ASCEND RETIREMENT Service code 49 26108 N 49TH LANE · PHENIX, AZ 85093 | Other Services | $15,778 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 261085126 CLRETON DRIVE · AGOURA HILLS, CA 91301 | Accounting | $12,300 |
MMA SECURITIES LLC6 years Service code 99 · EIN 22-3570392 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,191 | $127,689-60.7% | $146,866-65.8% | $65,191-23.0% |
| Participation rate | 81.4% | 68.4%+13.0pp | 82.5%-1.1pp | 63.0%+18.4pp |
| Annual return | 16.21% | 22.89%-6.7pp | 102.85%-86.6pp | 51.24%-35.0pp |
| Employer contribution / active EE | $3,204 | $4,150-22.8% | $4,425-27.6% | $2,400+33.5% |
| Participant deferral / active EE | $6,822 | $6,458+5.6% | $7,759-12.1% | $2,671+155.4% |
| Admin fee / account holder | $365 | $1,041-65.0% | $13,620-97.3% | $907-59.8% |