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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $21,108 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 49 · EIN 71-0294708 | Other Services | $4,360 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $398 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $398 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,163 | $72,620-39.2% | $90,756-51.3% | $66,930-34.0% |
| Participation rate | 50.2% | 73.7%-23.5pp | 75.7%-25.4pp | 69.8%-19.6pp |
| Annual return | -15.10% | -12.28%-2.8pp | -12.16%-2.9pp | 1.57%-16.7pp |
| Employer contribution / active EE | $922 | $2,369-61.1% | $2,922-68.4% | $2,545-63.8% |
| Participant deferral / active EE | $2,532 | $3,979-36.4% | $4,565-44.5% | $4,238-40.3% |
| Admin fee / account holder | $351 | $707-50.3% | $8,445-95.8% | $593-40.8% |