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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 49 | Other Services | $8,416 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,983 | $66,004-68.2% | $81,820-74.4% | $77,714-73.0% |
| Participation rate | 78.6% | 65.8%+12.8pp | 72.4%+6.2pp | 70.6%+8.0pp |
| Annual return | 8.86% | 26.65%-17.8pp | 777.93%-769.1pp | 31.26%-22.4pp |
| Employer contribution / active EE | $2,465 | $2,375+3.8% | $2,915-15.4% | $2,727-9.6% |
| Participant deferral / active EE | $0 | $3,508-100.0% | $4,323-100.0% | $4,649-100.0% |
| Admin fee / account holder | $127 | $527-75.9% | $7,391-98.3% | $433-70.7% |