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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST Service code 99 · EIN 11-1000111 | Other Fees | $244 |
Filed as: VOYA RET. INSUR. & ANNUITY COMPANY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,121 | $61,391-21.6% | $149,723-67.9% | $71,529-32.7% |
| Participation rate | 34.9% | 62.5%-27.6pp | 78.8%-43.9pp | 67.9%-33.0pp |
| Annual return | 9.51% | 35.88%-26.4pp | 134.50%-125.0pp | 28.97%-19.5pp |
| Employer contribution / active EE | $817 | $2,384-65.7% | $4,821-83.1% | $2,590-68.5% |
| Participant deferral / active EE | $1,369 | $2,921-53.1% | $5,682-75.9% | $4,291-68.1% |
| Admin fee / account holder | $525 | $1,264-58.5% | $13,215-96.0% | $1,588-66.9% |