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| Provider | Service type | Compensation |
|---|---|---|
HARPER DANESH LLC1+ years Service code 11 · EIN 27-3395775 | Actuarial | $10,352 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $337,218-100.0% | $313,292-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.5%-48.5pp | 35.7%-35.7pp | 48.7%-48.7pp |
| Annual return | -3.15% | -2.99%-0.2pp | -2.79%-0.4pp | -2.16%-1.0pp |
| Employer contribution / active EE | $1,005,756 | $44,634+2153.4% | $39,327+2457.4% | $42,949+2241.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |