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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: AVEO CAPITAL Service code 99 | Other Fees | $41,300 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 | Advisory (Plan) | $14,149 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $7,158 |
GOLDLEAF PARTNERS6 years Service code 99 · EIN 45-0514557 | Other Fees | $6,884 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,883 |
BKD, LLP7 years Service code 99 · EIN 11-1000111 | Other Fees | $5,184 |
GOLDMAN SACHS8+ 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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,471 | $106,236-33.7% | $112,249-37.2% | $64,819+8.7% |
| Participation rate | 54.0% | 71.7%-17.7pp | 75.1%-21.1pp | 71.5%-17.5pp |
| Annual return | -17.77% | -6.02%-11.7pp | 27.48%-45.2pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,418 | $3,166-55.2% | $3,636-61.0% | $2,507-43.4% |
| Participant deferral / active EE | $2,805 | $3,785-25.9% | $4,729-40.7% | $4,311-34.9% |
| Admin fee / account holder | $140 | $452-69.0% | $6,412-97.8% | $188-25.4% |