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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $6,101 |
Service code 99 · EIN 82-3334300 | Other Fees | $1,391 |
MORNINGSTAR1 year Filed as: MORNING Service code 27 | Advisory (Plan) | $966 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $149 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $70,480 | $66,319+6.3% | $93,621-24.7% | $65,185+8.1% |
| Participation rate | 30.9% | 74.0%-43.1pp | 75.8%-45.0pp | 70.2%-39.3pp |
| Annual return | 19.37% | 42.59%-23.2pp | 32.76%-13.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $85 | $2,013-95.8% | $2,719-96.9% | $2,177-96.1% |
| Participant deferral / active EE | $1,716 | $3,343-48.7% | $4,070-57.8% | $3,514-51.2% |
| Admin fee / account holder | $102 | $6,900-98.5% | $7,890-98.7% | $847-88.0% |