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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $187 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-3297908 | Advisory (Participants) | $155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,637 | $31,388+35.8% | $73,550-42.0% | $62,293-31.6% |
| Participation rate | 18.6% | 39.9%-21.3pp | 54.9%-36.4pp | 69.5%-50.9pp |
| Annual return | 13.06% | 25.34%-12.3pp | -15.16%+28.2pp | 28.90%-15.8pp |
| Employer contribution / active EE | $250 | $498-49.8% | $1,219-79.5% | $2,042-87.8% |
| Participant deferral / active EE | $746 | $1,028-27.4% | $1,804-58.6% | $3,169-76.4% |
| Admin fee / account holder | $16 | $299-94.5% | $2,320-99.3% | $479-96.6% |