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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 12 · EIN 71-0294708 | Recordkeeping and information managem... | $16,001 |
ASCENSUS LLC1 year Filed as: HEWINS FINANCIAL ADVSIORS, LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,833 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $115,585 | $50,637+128.3% | $86,582+33.5% | $62,293+85.6% |
| Participation rate | 40.5% | 67.9%-27.4pp | 73.5%-33.0pp | 69.5%-29.0pp |
| Annual return | 17.71% | 20.80%-3.1pp | 965.08%-947.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,079 | $2,611-20.4% | $3,609-42.4% | $3,169-34.4% |
| Admin fee / account holder | $482 | $413+16.6% | $4,904-90.2% | $479+0.5% |