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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $256 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $256 |
KERBERROSE WEALTH MANAGEMENT2 years Service code 99 · EIN 30-0793896 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,076 | $73,009-60.2% | $90,760-68.0% | $68,486-57.5% |
| Participation rate | 63.8% | 70.8%-7.1pp | 75.7%-11.9pp | 67.9%-4.1pp |
| Annual return | -14.62% | -13.81%-0.8pp | -12.16%-2.5pp | -7.85%-6.8pp |
| Employer contribution / active EE | $929 | $2,193-57.6% | $2,922-68.2% | $2,597-64.2% |
| Participant deferral / active EE | $2,074 | $3,626-42.8% | $4,565-54.6% | $4,028-48.5% |
| Admin fee / account holder | $259 | $5,896-95.6% | $8,444-96.9% | $5,404-95.2% |