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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS Service code 99 · EIN 47-0648506 | Other Fees | $9,451 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $710 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 P.O. BOX 55757 · BOSTON, MA 02205 | Other Services | $683 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,594 | $61,172-32.0% | $185,851-77.6% | $79,389-47.6% |
| Participation rate | 19.2% | 66.6%-47.5pp | 81.7%-62.5pp | 70.7%-51.5pp |
| Annual return | 11.27% | 19.45%-8.2pp | 122.11%-110.8pp | 116.89%-105.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $914 | $2,788-67.2% | $5,569-83.6% | $4,046-77.4% |
| Admin fee / account holder | $184 | $710-74.0% | $16,245-98.9% | $626-70.6% |