Filed November 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 95-4806910 | Other Fees | $4,014 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $324 |
Filed as: VOYA RETIRMENT INS. AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $324 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,398 | $73,102-73.5% | $123,549-84.3% | $56,287-65.5% |
| Participation rate | 89.9% | 74.3%+15.6pp | 82.3%+7.6pp | 69.9%+20.1pp |
| Annual return | -4.12% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,267 | $2,977-23.8% | $4,628-51.0% | $2,111+7.4% |
| Participant deferral / active EE | $5,211 | $5,423-3.9% | $6,426-18.9% | $3,350+55.5% |
| Admin fee / account holder | $53 | $554-90.4% | $9,284-99.4% | $521-89.7% |