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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $2,775 |
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 99 · EIN 26-4237691 | Other Fees | $286 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 | Other Fees | $280 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $86 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $0 |
GOLDMAN SACHS3 years Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,815 | $56,503-70.2% | $69,884-75.9% | $64,819-74.1% |
| Participation rate | 5.6% | 70.5%-64.9pp | 70.5%-64.9pp | 71.5%-65.9pp |
| Annual return | -19.86% | -13.44%-6.4pp | 190.81%-210.7pp | 32.84%-52.7pp |
| Employer contribution / active EE | $199 | $2,046-90.3% | $2,560-92.2% | $2,507-92.1% |
| Participant deferral / active EE | $565 | $3,389-83.3% | $3,848-85.3% | $4,311-86.9% |
| Admin fee / account holder | $192 | $160+19.7% | $6,266-96.9% | $188+2.2% |