Filed April 17, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
MORNINGSTAR10+ years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,443 | $30,423-19.7% | $56,025-56.4% | $74,478-67.2% |
| Participation rate | 48.4% | 32.9%+15.5pp | 52.5%-4.1pp | 67.2%-18.9pp |
| Annual return | 11.95% | 24.97%-13.0pp | 1712.69%-1700.7pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $299 | $610-51.0% | $1,042-71.3% | $2,626-88.6% |
| Participant deferral / active EE | $2,093 | $1,176+77.9% | $1,955+7.1% | $4,350-51.9% |
| Admin fee / account holder | $79 | $2,363-96.7% | $2,828-97.2% | $1,946-95.9% |