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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR8+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13,665 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $13,063 |
Filed as: VOYA RETIR INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,894 | $59,105+99.5% | $160,009-26.3% | $66,938+76.1% |
| Participation rate | 67.2% | 68.1%-0.9pp | 78.0%-10.8pp | 69.8%-2.6pp |
| Annual return | -14.23% | -12.26%-2.0pp | 408.85%-423.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,721 | $1,983+37.2% | $4,225-35.6% | $2,545+6.9% |
| Participant deferral / active EE | $2,779 | $4,395-36.8% | $6,183-55.1% | $4,238-34.4% |
| Admin fee / account holder | $227 | $591-61.6% | $8,715-97.4% | $594-61.8% |