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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $990 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $65 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $66,715 | $86,341-22.7% | $125,192-46.7% | $65,185+2.3% |
| Participation rate | 51.1% | 75.3%-24.2pp | 79.8%-28.7pp | 70.2%-19.1pp |
| Annual return | 21.04% | 27.44%-6.4pp | 43.79%-22.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,359 | $2,040-33.4% | $3,866-64.8% | $2,177-37.6% |
| Participant deferral / active EE | $2,433 | $3,538-31.2% | $4,937-50.7% | $3,514-30.7% |
| Admin fee / account holder | $47 | $609-92.2% | $9,704-99.5% | $847-94.4% |