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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 59-2937883 | Advisory (Participants) | $64,192 |
ASCENSUS LLC2 years Filed as: RETIREMENT STRATEGIES GROUP Service code 49 800 W COMMERCE ROAD, SUITE 105 · NEW ORLEANS, LA 70123 | Other Services | $15,172 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 64 | Recordkeeping Fees | $164 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,446 | $81,908-36.0% | $90,749-42.2% | $64,808-19.1% |
| Participation rate | 64.6% | 80.5%-15.9pp | 75.7%-11.1pp | 71.5%-6.8pp |
| Annual return | -17.26% | -12.53%-4.7pp | -12.16%-5.1pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,746 | $3,065-10.4% | $2,921-6.0% | $2,506+9.6% |
| Participant deferral / active EE | $4,129 | $4,840-14.7% | $4,564-9.5% | $4,310-4.2% |
| Admin fee / account holder | $142 | $157-9.4% | $8,445-98.3% | $188-24.2% |