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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $77,121 |
Service code 99 · EIN 42-1445429 | Other Fees | $27,161 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $212 |
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 | $51,269 | $56,540-9.3% | $185,851-72.4% | $86,821-40.9% |
| Participation rate | 97.2% | 65.5%+31.6pp | 81.7%+15.5pp | 72.3%+24.9pp |
| Annual return | 11.71% | 118.20%-106.5pp | 122.11%-110.4pp | 97.94%-86.2pp |
| Employer contribution / active EE | $3,593 | $1,844+94.8% | $5,168-30.5% | $2,406+49.3% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $129 | $150-14.0% | $16,245-99.2% | $170-24.1% |