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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $29 |
Filed as: VOYA LIFE INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,691 | $65,557-73.0% | $105,736-83.3% | $56,289-68.6% |
| Participation rate | 30.3% | 63.4%-33.2pp | 76.3%-46.1pp | 69.9%-39.6pp |
| Annual return | -4.84% | -1.32%-3.5pp | 6.27%-11.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $479 | $1,788-73.2% | $3,268-85.3% | $2,111-77.3% |
| Participant deferral / active EE | $1,207 | $2,418-50.1% | $4,080-70.4% | $3,350-64.0% |
| Admin fee / account holder | $47 | $561-91.5% | $6,913-99.3% | $521-90.9% |