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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $109 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $109 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,987 | $83,884-91.7% | $64,056-89.1% | $74,419-90.6% |
| Participation rate | 45.1% | 76.6%-31.5pp | 72.3%-27.2pp | 70.7%-25.6pp |
| Annual return | 39.32% | 16.57%+22.7pp | 33.69%+5.6pp | 34.38%+4.9pp |
| Employer contribution / active EE | $1,008 | $3,084-67.3% | $2,747-63.3% | $2,637-61.8% |
| Participant deferral / active EE | $1,584 | $3,692-57.1% | $3,880-59.2% | $4,528-65.0% |
| Admin fee / account holder | $7 | $196-96.2% | $3,068-99.8% | $348-97.9% |