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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Filed as: MORNINGSTAR INV MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $264 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $264 |
MORNINGSTAR3+ 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 | $72,732 | $72,486+0.3% | $87,103-16.5% | $72,976-0.3% |
| Participation rate | 45.1% | 72.8%-27.7pp | 76.9%-31.8pp | 69.5%-24.4pp |
| Annual return | 20.52% | 24.46%-3.9pp | 28.19%-7.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,151 | $1,894-39.2% | $2,521-54.4% | $2,440-52.8% |
| Participant deferral / active EE | $2,575 | $3,270-21.2% | $4,049-36.4% | $3,608-28.6% |
| Admin fee / account holder | $35 | $5,055-99.3% | $7,491-99.5% | $5,124-99.3% |