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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $638 |
Filed as: VOYA RETIREMENT INS AND ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $319 |
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 | $33,207 | $55,713-40.4% | $75,901-56.2% | $72,975-54.5% |
| Participation rate | 75.4% | 61.1%+14.3pp | 69.3%+6.2pp | 69.5%+5.9pp |
| Annual return | 23.73% | 27.60%-3.9pp | 30.76%-7.0pp | 81.01%-57.3pp |
| Employer contribution / active EE | $3,173 | $1,687+88.1% | $2,501+26.9% | $2,440+30.0% |
| Participant deferral / active EE | $2,271 | $2,634-13.8% | $3,603-37.0% | $3,608-37.1% |
| Admin fee / account holder | $104 | $3,980-97.4% | $5,420-98.1% | $5,124-98.0% |