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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,740 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,740 |
RSM US LLP2 years Service code 99 · EIN 42-0714325 | Other Fees | $15,000 |
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 | $166,732 | $66,302+151.5% | $110,243+51.2% | $56,289+196.2% |
| Participation rate | 93.2% | 74.9%+18.3pp | 79.8%+13.4pp | 69.9%+23.4pp |
| Annual return | -3.06% | -1.18%-1.9pp | 314.76%-317.8pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,119 | $2,047+3.5% | $3,827-44.6% | $2,111+0.4% |
| Participant deferral / active EE | $6,400 | $3,381+89.3% | $4,672+37.0% | $3,350+91.1% |
| Admin fee / account holder | $108 | $698-84.6% | $8,548-98.7% | $521-79.3% |