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| Provider | Service type | Compensation |
|---|---|---|
SHEPPARD MULLIN2 years Service code 29 · EIN 95-1463164 | Legal | $193,155 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $93,750 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $92,756 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $29,090 |
MMA SECURITIES LLC4 years Filed as: MARSH RISK & INSURANCE SERVICES Service code 53 · EIN 36-1436000 | Insurance Commissions | $16,007 |
DARIN WHITE4 years Service code 15 · EIN 95-3946289 | Recordkeeping | $10,745 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,448 |
Service code 14 · EIN 95-3946289 | Plan Administrator | $10,243 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,159 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $6,011 |
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 | $10,260 | $43,236-76.3% | $82,763-87.6% | $77,906-86.8% |
| Participation rate | 95.1% | 64.2%+30.9pp | 72.6%+22.5pp | 73.7%+21.4pp |
| Annual return | -12.68% | 2.40%-15.1pp | 702.45%-715.1pp | 12.16%-24.8pp |
| Employer contribution / active EE | $741 | $1,924-61.5% | $3,008-75.4% | $2,846-74.0% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $271 | $102+164.7% | $5,325-94.9% | $133+104.6% |