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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $13,072 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,778 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,778 |
MORNINGSTAR9+ years Service code 26 · EIN 36-3297908 | 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 | $125,757 | $65,428+92.2% | $169,390-25.8% | $71,511+75.9% |
| Participation rate | 68.7% | 66.9%+1.8pp | 77.2%-8.5pp | 67.9%+0.8pp |
| Annual return | 15.94% | 21.35%-5.4pp | 406.07%-390.1pp | 28.86%-12.9pp |
| Employer contribution / active EE | $3,391 | $2,064+64.3% | $4,013-15.5% | $2,589+31.0% |
| Participant deferral / active EE | $3,652 | $4,360-16.2% | $6,222-41.3% | $4,291-14.9% |
| Admin fee / account holder | $224 | $1,328-83.2% | $9,015-97.5% | $1,588-85.9% |