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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $507 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $506 |
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 | $51,976 | $64,909-19.9% | $82,312-36.9% | $62,293-16.6% |
| Participation rate | 70.1% | 74.9%-4.7pp | 76.9%-6.8pp | 69.5%+0.6pp |
| Annual return | 19.02% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $977 | $1,676-41.7% | $2,428-59.8% | $2,042-52.2% |
| Participant deferral / active EE | $2,575 | $3,103-17.0% | $3,706-30.5% | $3,169-18.8% |
| Admin fee / account holder | $40 | $440-90.8% | $5,608-99.3% | $479-91.6% |