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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $17 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $17 |
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 | $32,899 | $52,961-37.9% | $172,752-81.0% | $65,185-49.5% |
| Participation rate | 35.7% | 66.2%-30.5pp | 82.6%-47.0pp | 70.2%-34.5pp |
| Annual return | 20.07% | 30.12%-10.1pp | 802.97%-782.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $629 | $2,190-71.3% | $5,144-87.8% | $2,177-71.1% |
| Participant deferral / active EE | $1,234 | $2,471-50.1% | $5,198-76.3% | $3,514-64.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |