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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: AVEO CAPITAL Service code 99 | Other Fees | $43,887 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 | Advisory (Plan) | $14,629 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 82-3719842 | Other Fees | $14,199 |
FORVIS, LLP1 year Filed as: FORVIS Service code 99 · EIN 22-2000222 | Other Fees | $11,154 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,315 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $7,105 |
GOLDMAN SACHS9+ 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.
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 | $71,195 | $93,010-23.5% | $96,515-26.2% | $74,460-4.4% |
| Participation rate | 47.8% | 71.6%-23.7pp | 74.3%-26.5pp | 70.7%-22.9pp |
| Annual return | 18.16% | 37.50%-19.3pp | 35.73%-17.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,674 | $3,427-51.1% | $3,740-55.2% | $2,638-36.5% |
| Participant deferral / active EE | $2,747 | $3,971-30.8% | $4,880-43.7% | $4,530-39.4% |
| Admin fee / account holder | $177 | $633-72.0% | $6,735-97.4% | $348-49.0% |