Filed December 21, 2018
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $184,285 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,495 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,396 |
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 | $78,345 | $50,169+56.2% | $149,740-47.7% | $80,187-2.3% |
| Participation rate | 94.9% | 64.3%+30.6pp | 78.8%+16.1pp | 72.9%+22.0pp |
| Annual return | 22.08% | 29.82%-7.7pp | 134.51%-112.4pp | 40.40%-18.3pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $6,816 | $3,194+113.4% | $5,683+19.9% | $5,016+35.9% |
| Admin fee / account holder | $66 | $153-56.5% | $13,222-99.5% | $145-54.2% |