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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 95-3946289 | Plan Administrator | $47,594 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $45,306 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $41,196 |
DARIN WHITE2 years Service code 15 · EIN 95-3946289 | Recordkeeping | $27,643 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,050 |
SHEPPARD MULLIN2 years Filed as: SHEPPARD, MULLIN, RICHTER & HAMPTON Service code 29 · EIN 95-1463164 | Legal | $13,149 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 806 · ROSEVILLE, CA 95661 | Other Services | $8,913 |
MMA SECURITIES LLC2 years Filed as: MARSH RISK & INSURANCE SERVICES Service code 53 · EIN 36-1436000 | Insurance Commissions | $6,855 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,692 | $47,634-77.6% | $90,461-88.2% | $90,274-88.2% |
| Participation rate | 96.8% | 67.5%+29.3pp | 72.7%+24.1pp | 73.4%+23.5pp |
| Annual return | 7.10% | 19.61%-12.5pp | 1294.76%-1287.7pp | 53.97%-46.9pp |
| Employer contribution / active EE | $1,934 | $1,749+10.6% | $3,264-40.7% | $2,523-23.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,964-100.0% | $4,231-100.0% |
| Admin fee / account holder | $163 | $106+53.4% | $5,617-97.1% | $114+42.6% |