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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $34,230 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $24,066 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 99 · EIN 47-5476782 | Other Fees | $14,952 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $769 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,328 | $72,620+93.2% | $90,760+54.6% | $66,938+109.6% |
| Participation rate | 88.2% | 73.7%+14.5pp | 75.7%+12.5pp | 69.8%+18.4pp |
| Annual return | -10.16% | -12.28%+2.1pp | -12.16%+2.0pp | 1.58%-11.7pp |
| Employer contribution / active EE | $3,918 | $2,369+65.4% | $2,922+34.1% | $2,545+53.9% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $661 | $707-6.5% | $8,444-92.2% | $594+11.4% |