Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,435 | $52,293-22.7% | $178,498-77.3% | $73,412-44.9% |
| Participation rate | 96.6% | 65.3%+31.2pp | 81.9%+14.7pp | 72.2%+24.4pp |
| Annual return | 24.62% | 34.75%-10.1pp | 151.09%-126.5pp | 59.30%-34.7pp |
| Employer contribution / active EE | $2,709 | $1,735+56.1% | $5,011-45.9% | $2,234+21.3% |
| Participant deferral / active EE | $8,323 | $2,332+256.9% | $5,202+60.0% | $3,806+118.7% |
| Admin fee / account holder | $32 | $127-74.8% | $13,985-99.8% | $158-79.7% |