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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $258 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 061990067 | Advisory (Participants) | $258 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,725 | $44,221-10.2% | $121,220-67.2% | $56,289-29.4% |
| Participation rate | 53.2% | 61.1%-7.8pp | 71.8%-18.5pp | 69.9%-16.6pp |
| Annual return | -5.43% | -3.58%-1.9pp | 16.94%-22.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $990 | $1,480-33.1% | $4,023-75.4% | $2,111-53.1% |
| Participant deferral / active EE | $1,794 | $2,521-28.8% | $3,345-46.4% | $3,350-46.4% |
| Admin fee / account holder | $14 | $480-97.1% | $5,021-99.7% | $521-97.3% |