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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP3 years Service code 99 · EIN 11-1000111 | Other Fees | $16,280 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,681 |
Filed as: VOYA RETIREMENT INSUR AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $194,679 | $86,341+125.5% | $125,195+55.5% | $65,186+198.7% |
| Participation rate | 94.3% | 75.3%+19.0pp | 79.8%+14.5pp | 70.2%+24.1pp |
| Annual return | 20.43% | 27.44%-7.0pp | 43.79%-23.4pp | 29.39%-9.0pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,489 | $3,538+111.6% | $4,937+51.7% | $3,514+113.1% |
| Admin fee / account holder | $95 | $609-84.5% | $9,704-99.0% | $847-88.8% |