Filed July 5, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Filed as: MORINGSTAR INVESTMENT MANAGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $22,358 |
MARTY BARON1 year Service code 55 1 ORANGE WAY, AIN · WINDSOR, CT 06095 | Other Commissions | $19,917 |
KEITH R SOLTIS1 year Filed as: KEITH WILLIAMS Service code 55 1 ORANGE WAY, A1N · WINDSOR, CT 06095 | Other Commissions | $19,151 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,567 |
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 | $71,740 | $67,512+6.3% | $185,854-61.4% | $93,010-22.9% |
| Participation rate | 91.6% | 67.1%+24.5pp | 81.7%+9.9pp | 73.9%+17.7pp |
| Annual return | 12.52% | 21.04%-8.5pp | 122.12%-109.6pp | 158.70%-146.2pp |
| Employer contribution / active EE | $3,453 | $1,783+93.7% | $5,169-33.2% | $2,705+27.6% |
| Participant deferral / active EE | $2,367 | $3,035-22.0% | $5,569-57.5% | $4,561-48.1% |
| Admin fee / account holder | $94 | $318-70.5% | $16,246-99.4% | $152-38.2% |