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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 71-0294708 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,174 | $84,493-79.7% | $125,381-86.3% | $66,938-74.3% |
| Participation rate | 64.4% | 76.4%-12.0pp | 82.4%-18.0pp | 69.8%-5.4pp |
| Annual return | -10.25% | -8.49%-1.8pp | 572.31%-582.6pp | 1.58%-11.8pp |
| Employer contribution / active EE | $1,686 | $3,554-52.6% | $4,815-65.0% | $2,545-33.8% |
| Participant deferral / active EE | $4,642 | $6,783-31.6% | $7,448-37.7% | $4,238+9.5% |
| Admin fee / account holder | $41 | $685-94.0% | $10,007-99.6% | $594-93.1% |