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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT AND SERVICE COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,330 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $381 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,874 | $46,877+12.8% | $122,354-56.8% | $70,126-24.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.51% | 24.22%-12.7pp | 30.28%-18.8pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $865 | $2,167-60.1% | $3,287-73.7% | $3,332-74.0% |
| Admin fee / account holder | $2,778 | $3,324-16.4% | $5,479-49.3% | $4,645-40.2% |