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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $295 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,220 | $47,977-32.8% | $154,108-79.1% | $56,289-42.8% |
| Participation rate | 24.0% | 66.2%-42.2pp | 83.0%-59.0pp | 69.9%-45.9pp |
| Annual return | -5.81% | 3.54%-9.4pp | 735.21%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $581 | $2,169-73.2% | $5,298-89.0% | $2,111-72.5% |
| Participant deferral / active EE | $1,084 | $2,392-54.7% | $5,081-78.7% | $3,350-67.7% |
| Admin fee / account holder | $38 | $438-91.2% | $13,411-99.7% | $521-92.6% |