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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 4114 LEGATO RD STE 300 · FIARFAX, VA 22033 | Other Services | $15,144 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,041 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,799 | $95,369-17.4% | $135,942-42.0% | $74,440+5.9% |
| Participation rate | 72.2% | 78.2%-6.0pp | 81.9%-9.7pp | 70.7%+1.4pp |
| Annual return | 20.70% | 32.72%-12.0pp | 68.28%-47.6pp | 34.37%-13.7pp |
| Employer contribution / active EE | $3,797 | $3,878-2.1% | $4,858-21.8% | $2,638+44.0% |
| Participant deferral / active EE | $10,025 | $7,788+28.7% | $7,759+29.2% | $4,529+121.4% |
| Admin fee / account holder | $42 | $266-84.4% | $10,764-99.6% | $348-88.0% |