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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,516 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,132 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,132 |
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $0 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,156 | $50,902-64.3% | $155,534-88.3% | $77,736-76.6% |
| Participation rate | 53.5% | 63.1%-9.5pp | 78.2%-24.7pp | 70.6%-17.0pp |
| Annual return | 11.24% | 34.85%-23.6pp | 64.92%-53.7pp | 31.26%-20.0pp |
| Employer contribution / active EE | $943 | $1,991-52.7% | $4,675-79.8% | $2,728-65.4% |
| Participant deferral / active EE | $1,721 | $2,824-39.1% | $5,630-69.4% | $4,651-63.0% |
| Admin fee / account holder | $57 | $437-86.9% | $15,900-99.6% | $433-86.8% |