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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $12,326 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $601 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $601 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,460 | $53,344-71.0% | $121,210-87.2% | $74,473-79.2% |
| Participation rate | 50.3% | 60.0%-9.7pp | 69.5%-19.2pp | 70.7%-20.4pp |
| Annual return | 19.60% | 35.15%-15.6pp | 987.41%-967.8pp | 34.36%-14.8pp |
| Employer contribution / active EE | $183 | $1,898-90.4% | $4,171-95.6% | $2,638-93.1% |
| Participant deferral / active EE | $1,457 | $3,220-54.8% | $4,084-64.3% | $4,530-67.8% |
| Admin fee / account holder | $51 | $382-86.6% | $5,647-99.1% | $347-85.2% |