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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Filed as: MORNINGSTAR INV MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $38 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $38 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,984 | $62,583-12.1% | $76,767-28.4% | $64,173-14.3% |
| Participation rate | 44.6% | 72.8%-28.3pp | 77.0%-32.4pp | 69.6%-25.0pp |
| Annual return | -6.37% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,026 | $1,832-44.0% | $2,485-58.7% | $2,381-56.9% |
| Participant deferral / active EE | $2,223 | $3,145-29.3% | $3,852-42.3% | $3,470-35.9% |
| Admin fee / account holder | $16 | $4,667-99.7% | $6,675-99.8% | $4,887-99.7% |