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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,089 |
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 | Contract Administrator | $2,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $570 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,912 | $73,102-83.7% | $123,552-90.4% | $56,287-78.8% |
| Participation rate | 45.2% | 74.3%-29.1pp | 82.3%-37.1pp | 69.9%-24.6pp |
| Annual return | -4.25% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $834 | $2,977-72.0% | $4,628-82.0% | $2,111-60.5% |
| Participant deferral / active EE | $1,243 | $5,423-77.1% | $6,426-80.7% | $3,350-62.9% |
| Admin fee / account holder | $50 | $554-91.0% | $9,285-99.5% | $521-90.4% |