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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $17,954 |
Service code 99 · EIN 82-3334300 | Other Fees | $4,489 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,843 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $135 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,700 | $76,371+109.1% | $93,621+70.6% | $72,975+118.8% |
| Participation rate | 72.0% | 71.8%+0.3pp | 75.8%-3.8pp | 69.5%+2.6pp |
| Annual return | 22.84% | 25.82%-3.0pp | 32.76%-9.9pp | 81.01%-58.2pp |
| Employer contribution / active EE | $3,507 | $2,276+54.1% | $2,719+29.0% | $2,440+43.7% |
| Participant deferral / active EE | $7,509 | $3,538+112.2% | $4,070+84.5% | $3,608+108.1% |
| Admin fee / account holder | $345 | $6,839-95.0% | $7,890-95.6% | $5,124-93.3% |