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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 | $112,596-55.4% | $152,301-67.0% | $64,728-22.5% |
| Participation rate | 81.4% | 63.6%+17.8pp | 82.4%-1.1pp | 57.9%+23.5pp |
| Annual return | 16.21% | 23.76%-7.5pp | 80.50%-64.3pp | 49.38%-33.2pp |
| Employer contribution / active EE | $3,204 | $3,716-13.8% | $4,624-30.7% | $2,243+42.9% |
| Participant deferral / active EE | $6,822 | $6,075+12.3% | $8,004-14.8% | $2,729+149.9% |
| Admin fee / account holder | $365 | $996-63.4% | $14,398-97.5% | $1,145-68.1% |