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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $50,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,454 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 | Recordkeeping Fees | $367 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,571 | $37,418+91.3% | $77,100-7.2% | $77,906-8.1% |
| Participation rate | 74.7% | 46.9%+27.8pp | 67.9%+6.8pp | 73.7%+1.0pp |
| Annual return | -17.29% | -7.13%-10.2pp | 42.35%-59.6pp | 12.16%-29.5pp |
| Employer contribution / active EE | $1,481 | $1,200+23.4% | $2,815-47.4% | $2,846-48.0% |
| Participant deferral / active EE | $5,707 | $2,572+121.9% | $4,430+28.8% | $4,805+18.8% |
| Admin fee / account holder | $11 | $126-91.0% | $5,443-99.8% | $133-91.5% |