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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: AVEO CAPITAL Service code 99 | Other Fees | $46,686 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 | Advisory (Plan) | $17,049 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,786 |
FORVIS, LLP2 years Filed as: FORVIS Service code 99 · EIN 44-0160260 | Other Fees | $9,492 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,524 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $8,156 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 82-3719842 | Other Fees | $7,623 |
GOLDMAN SACHS10+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 99 · EIN 27-4981131 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,187 | $83,023-17.9% | $102,437-33.4% | $77,762-12.3% |
| Participation rate | 63.0% | 71.5%-8.6pp | 74.5%-11.5pp | 70.6%-7.6pp |
| Annual return | 12.47% | 19.12%-6.6pp | 24.95%-12.5pp | 31.27%-18.8pp |
| Employer contribution / active EE | $2,648 | $3,552-25.5% | $3,871-31.6% | $2,728-2.9% |
| Participant deferral / active EE | $3,353 | $4,110-18.4% | $5,060-33.7% | $4,651-27.9% |
| Admin fee / account holder | $154 | $639-76.0% | $8,388-98.2% | $433-64.5% |