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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, LLC Service code 49 · EIN 82-3719843 | Other Services | $8,495 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $671 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $642 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $642 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,602 | $216,269-83.1% | $143,797-74.5% | - |
| Participation rate | 21.2% | 60.2%-39.0pp | 80.3%-59.1pp | - |
| Annual return | -18.45% | -15.44%-3.0pp | -0.04%-18.4pp | - |
| Employer contribution / active EE | $0 | $1,888-100.0% | $4,952-100.0% | - |
| Participant deferral / active EE | $1,059 | $2,498-57.6% | $5,638-81.2% | - |
| Admin fee / account holder | $268 | $36,574-99.3% | $14,679-98.2% | - |