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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $460 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $459 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 | Advisory (Participants) | $421 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVEST. MGMT LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,109 | $37,426+28.5% | $77,482-37.9% | $79,858-39.8% |
| Participation rate | 40.5% | 41.5%-1.0pp | 54.2%-13.6pp | 69.6%-29.1pp |
| Annual return | 11.93% | 39.70%-27.8pp | 54.79%-42.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $525 | $637-17.5% | $986-46.8% | $2,471-78.7% |
| Participant deferral / active EE | $1,395 | $1,260+10.7% | $1,861-25.0% | $3,740-62.7% |
| Admin fee / account holder | $21 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |