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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 99 · EIN 36-2407363 | Other Fees | $58,416 |
ERISA SERVICES, INC.1 year Filed as: ERISA, INC. Service code 49 | Other Services | $49,491 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,315 |
ERISA SERVICES, INC.1 year Filed as: ERISA INC Service code 49 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077 | Other Services | $0 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,260 | $104,336+136.0% | $159,495+54.4% | $86,828+183.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 16.63% | 26.32%-9.7pp | 263.72%-247.1pp | 97.95%-81.3pp |
| Employer contribution / active EE | $9,990 | $3,451+189.5% | $4,831+106.8% | $2,406+315.2% |
| Participant deferral / active EE | $8,837 | $6,837+29.2% | $7,354+20.2% | $4,132+113.9% |
| Admin fee / account holder | $293 | $172+70.1% | $10,804-97.3% | $170+72.7% |