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| Provider | Service type | Compensation |
|---|---|---|
CERTIFIED FINANCIAL GROUP2 years Service code 99 · EIN 33-0128386 | Other Fees | $16,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,611 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,464 |
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 | $53,966 | $66,319-18.6% | $93,621-42.4% | $65,185-17.2% |
| Participation rate | 81.8% | 74.0%+7.8pp | 75.8%+6.0pp | 70.2%+11.6pp |
| Annual return | 26.04% | 42.59%-16.5pp | 32.76%-6.7pp | 29.38%-3.3pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,267 | $3,343+27.6% | $4,070+4.9% | $3,514+21.4% |
| Admin fee / account holder | $293 | $6,900-95.8% | $7,890-96.3% | $847-65.5% |