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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $18,468 |
RSM US LLP1 year Service code 99 · EIN 42-0714325 | Other Fees | $15,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $173,630 | $71,192+143.9% | $117,861+47.3% | $62,293+178.7% |
| Participation rate | 92.6% | 74.2%+18.3pp | 79.7%+12.9pp | 69.5%+23.0pp |
| Annual return | 15.88% | 18.66%-2.8pp | 335.11%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $3,099 | $1,934+60.3% | $3,786-18.1% | $2,042+51.8% |
| Participant deferral / active EE | $6,206 | $3,189+94.6% | $4,482+38.5% | $3,169+95.8% |
| Admin fee / account holder | $124 | $587-78.8% | $8,021-98.5% | $479-74.1% |