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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $286 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,871 | $55,453-42.5% | $170,435-81.3% | $62,293-48.8% |
| Participation rate | 31.4% | 66.4%-35.0pp | 83.6%-52.2pp | 69.5%-38.1pp |
| Annual return | 12.84% | 21.38%-8.5pp | 205.94%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $570 | $2,164-73.6% | $5,432-89.5% | $2,042-72.1% |
| Participant deferral / active EE | $1,307 | $2,303-43.2% | $4,939-73.5% | $3,169-58.7% |
| Admin fee / account holder | $52 | $455-88.5% | $13,881-99.6% | $479-89.1% |