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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 99 · EIN 22-2000222 | Other Fees | $3,705 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $61 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $61 |
BAY COLONY ADVISORY GROUP1+ years Service code 99 · EIN 04-3520762 | 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.
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 | $23,207 | $86,897-73.3% | $151,634-84.7% | $64,829-64.2% |
| Participation rate | 63.0% | 87.3%-24.3pp | 87.5%-24.5pp | 71.5%-8.5pp |
| Annual return | 13.43% | -3.57%+17.0pp | 3.32%+10.1pp | 32.85%-19.4pp |
| Employer contribution / active EE | $529 | $4,010-86.8% | $6,165-91.4% | $2,507-78.9% |
| Participant deferral / active EE | $1,487 | $6,690-77.8% | $8,363-82.2% | $4,312-65.5% |
| Admin fee / account holder | $213 | $153+39.3% | $11,614-98.2% | $188+13.5% |