Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $18,064 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $4,638 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $70,799 | $65,125+8.7% | $143,797-50.8% | $66,949+5.8% |
| Participation rate | 54.7% | 65.2%-10.5pp | 80.3%-25.6pp | 69.8%-15.1pp |
| Annual return | -16.09% | -11.13%-5.0pp | -0.04%-16.0pp | 1.57%-17.7pp |
| Employer contribution / active EE | $820 | $2,362-65.3% | $4,952-83.4% | $2,545-67.8% |
| Participant deferral / active EE | $3,018 | $2,920+3.3% | $5,638-46.5% | $4,239-28.8% |
| Admin fee / account holder | $3 | $503-99.5% | $14,679-100.0% | $594-99.5% |