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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 22-3586199 | Other Fees | $5,804 |
Service code 49 · EIN 45-4208939 | Other Services | $2,528 |
PACE FIDUCIARY SERVICES LLC4 years Service code 99 · EIN 22-3586199 | Other Fees | $1,451 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $807 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $613 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $613 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,959 | $72,607-31.2% | $90,749-44.9% | $66,914-25.3% |
| Participation rate | 51.7% | 73.7%-22.0pp | 75.7%-24.0pp | 69.8%-18.1pp |
| Annual return | -14.39% | -12.28%-2.1pp | -12.16%-2.2pp | 1.58%-16.0pp |
| Employer contribution / active EE | $528 | $2,369-77.7% | $2,921-81.9% | $2,544-79.2% |
| Participant deferral / active EE | $2,091 | $3,977-47.4% | $4,564-54.2% | $4,237-50.7% |
| Admin fee / account holder | $182 | $707-74.2% | $8,445-97.8% | $593-69.3% |