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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13,421 |
RSM US LLP2+ years Filed as: MCGLADREY, LLP Service code 99 · EIN 42-0714325 | Other Fees | $11,667 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $127,245 | $107,378+18.5% | $108,582+17.2% | $57,658+120.7% |
| Participation rate | 90.7% | 77.1%+13.6pp | 79.6%+11.1pp | 70.2%+20.5pp |
| Annual return | 7.18% | 12.80%-5.6pp | -51.70%+58.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,907 | $1,782+63.2% | $3,758-22.7% | $1,974+47.3% |
| Participant deferral / active EE | $5,671 | $3,221+76.1% | $4,311+31.6% | $3,061+85.3% |
| Admin fee / account holder | $100 | $108-7.4% | $7,645-98.7% | $95+6.2% |