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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $662 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 14 · EIN 39-1915811 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,447 | $76,050-11.3% | $96,544-30.1% | $71,457-5.6% |
| Participation rate | 44.7% | 74.4%-29.7pp | 76.0%-31.3pp | 67.9%-23.2pp |
| Annual return | 22.01% | 22.81%-0.8pp | 25.84%-3.8pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,064 | $2,244-52.6% | $2,965-64.1% | $2,588-58.9% |
| Participant deferral / active EE | $2,008 | $4,215-52.4% | $4,851-58.6% | $4,289-53.2% |
| Admin fee / account holder | $45 | $2,707-98.3% | $8,252-99.5% | $1,587-97.2% |