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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 31-1585572 2176 HEWITT AVE · KETTERING, OH 45440 | Contract Administrator | $7,046 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $470 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $470 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
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 | $46,456 | $65,376-28.9% | $87,102-46.7% | $65,185-28.7% |
| Participation rate | 72.1% | 75.3%-3.3pp | 76.9%-4.8pp | 70.2%+1.9pp |
| Annual return | 22.30% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,021 | $1,822-44.0% | $2,521-59.5% | $2,177-53.1% |
| Participant deferral / active EE | $2,712 | $3,388-20.0% | $4,048-33.0% | $3,514-22.8% |
| Admin fee / account holder | $60 | $520-88.5% | $7,491-99.2% | $847-93.0% |