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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,046 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $36 |
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.
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 | $61,927 | $71,192-13.0% | $117,861-47.5% | $62,293-0.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 17.97% | 18.66%-0.7pp | 335.11%-317.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,276 | $1,934-34.0% | $3,786-66.3% | $2,042-37.5% |
| Participant deferral / active EE | $2,352 | $3,189-26.2% | $4,482-47.5% | $3,169-25.8% |
| Admin fee / account holder | $115 | $587-80.4% | $8,021-98.6% | $479-76.0% |