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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $316 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 99 · EIN 43-1451524 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $31,812 | $79,438-60.0% | $106,555-70.1% | $79,391-59.9% |
| Participation rate | 48.7% | 74.2%-25.4pp | 76.1%-27.4pp | 70.7%-22.0pp |
| Annual return | 34.53% | 18.27%+16.3pp | 26.80%+7.7pp | 116.88%-82.4pp |
| Employer contribution / active EE | $494 | $2,235-77.9% | $2,819-82.5% | $2,428-79.6% |
| Participant deferral / active EE | $2,849 | $3,824-25.5% | $4,399-35.2% | $4,046-29.6% |
| Admin fee / account holder | $69 | $523-86.8% | $7,408-99.1% | $627-89.0% |