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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: HEWINS FINANCIAL ADVSIORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 12 · EIN 71-0294708 | Recordkeeping and information managem... | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,431 | $64,807+42.6% | $79,467+16.3% | - |
| Participation rate | 44.4% | 63.3%-18.8pp | 73.3%-28.9pp | - |
| Annual return | -7.02% | -6.90%-0.1pp | 718.30%-725.3pp | - |
| Employer contribution / active EE | $0 | $2,603-100.0% | $2,800-100.0% | - |
| Participant deferral / active EE | $2,740 | $2,645+3.6% | $3,704-26.0% | - |
| Admin fee / account holder | $1,392 | $2,902-52.0% | $5,104-72.7% | - |