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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,400 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $5,258 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $5,035 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,471 | $81,248-5.9% | $155,509-50.8% | $80,856-5.4% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 8.76% | 33.31%-24.6pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $8,045 | $3,100+159.5% | $4,672+72.2% | $2,755+192.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $26 | $7,997-99.7% | $15,912-99.8% | $6,918-99.6% |