Filed October 28, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,166 |
Filed as: VOYA RET. INC. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,166 |
Service code 26 · EIN 95-3845382 | Advisory (Participants) | $0 |
Filed as: HERITAGE PENSION SERVICES INC. Service code 49 · EIN 26-1662097 100 CROSSWAYS PARK DRIVE · WOODBURY, NY 11797 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,710 | $46,325-61.8% | $143,788-87.7% | $64,814-72.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -12.12% | -10.05%-2.1pp | -0.03%-12.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $2,780 | $1,911+45.5% | $4,952-43.9% | $2,507+10.9% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $12 | $154-91.9% | $14,675-99.9% | $188-93.4% |