Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $19,852 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $4,775 |
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 | $87,223 | $61,391+42.1% | $149,723-41.7% | $71,529+21.9% |
| Participation rate | 53.3% | 62.5%-9.3pp | 78.8%-25.5pp | 67.9%-14.7pp |
| Annual return | 17.14% | 35.88%-18.7pp | 134.50%-117.4pp | 28.97%-11.8pp |
| Employer contribution / active EE | $946 | $2,384-60.3% | $4,821-80.4% | $2,590-63.5% |
| Participant deferral / active EE | $3,376 | $2,921+15.6% | $5,682-40.6% | $4,291-21.3% |
| Admin fee / account holder | $9 | $1,264-99.3% | $13,215-99.9% | $1,588-99.4% |