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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,507 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTEMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,584 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,022 |
MATHIESON MOYSKI AUSTIN & CO LLP3+ years Service code 99 · EIN 36-2407363 | Other Fees | $0 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 · EIN 36-2708660 | 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 | $188,394 | $155,795+20.9% | $136,298+38.2% | $69,634+170.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.82% | 232464.33%-232444.5pp | 5156.27%-5136.5pp | 27572.26%-27552.4pp |
| Employer contribution / active EE | $9,047 | $2,991+202.5% | $4,696+92.7% | $2,032+345.2% |
| Participant deferral / active EE | $7,972 | $5,394+47.8% | $6,247+27.6% | $3,224+147.3% |
| Admin fee / account holder | $38 | $128-70.6% | $9,244-99.6% | $110-65.9% |