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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES Service code 99 · EIN 42-0941553 | Other Fees | $0 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 49 · EIN 27-0293282 | Other Services | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,254 | $45,602-97.3% | $117,498-98.9% | $66,930-98.1% |
| Participation rate | 62.7% | 57.6%+5.1pp | 70.6%-7.9pp | 69.8%-7.1pp |
| Annual return | 0.00% | -16.74%+16.7pp | 29.75%-29.8pp | 1.57%-1.6pp |
| Employer contribution / active EE | $145 | $1,579-90.8% | $4,178-96.5% | $2,545-94.3% |
| Participant deferral / active EE | $756 | $2,845-73.4% | $4,071-81.4% | $4,238-82.2% |
| Admin fee / account holder | $2 | $661-99.8% | $5,646-100.0% | $593-99.7% |