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| Provider | Service type | Compensation |
|---|---|---|
PACE FIDUCIARY SERVICES LLC3 years Service code 99 · EIN 22-3586199 | Other Fees | $8,094 |
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 22-3586199 | Other Fees | $8,094 |
Service code 49 · EIN 45-4208939 | Other Services | $2,605 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $847 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $617 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,687 | $79,428-31.1% | $106,548-48.7% | $79,386-31.1% |
| Participation rate | 57.1% | 74.1%-17.0pp | 76.1%-19.0pp | 70.7%-13.6pp |
| Annual return | 10.86% | 18.27%-7.4pp | 26.80%-15.9pp | 116.85%-106.0pp |
| Employer contribution / active EE | $595 | $2,234-73.4% | $2,819-78.9% | $2,427-75.5% |
| Participant deferral / active EE | $2,193 | $3,823-42.6% | $4,398-50.1% | $4,046-45.8% |
| Admin fee / account holder | $208 | $523-60.2% | $7,407-97.2% | $626-66.8% |