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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $552 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $552 |
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 | $38,882 | $59,186-34.3% | $76,768-49.4% | $56,287-30.9% |
| Participation rate | 73.6% | 75.2%-1.6pp | 77.0%-3.4pp | 69.9%+3.7pp |
| Annual return | -5.07% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $806 | $1,759-54.2% | $2,485-67.6% | $2,111-61.8% |
| Participant deferral / active EE | $2,254 | $3,255-30.7% | $3,852-41.5% | $3,350-32.7% |
| Admin fee / account holder | $63 | $489-87.0% | $6,675-99.1% | $521-87.8% |