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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $4,155 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,043 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,371 | $85,766-61.1% | $136,298-75.5% | $70,126-52.4% |
| Participation rate | 75.4% | 74.2%+1.3pp | 81.9%-6.5pp | 69.5%+5.9pp |
| Annual return | 15.52% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $3,706 | $2,966+25.0% | $4,696-21.1% | $2,343+58.2% |
| Participant deferral / active EE | $6,444 | $5,051+27.6% | $6,247+3.2% | $3,332+93.4% |
| Admin fee / account holder | $107 | $5,421-98.0% | $9,244-98.8% | $4,645-97.7% |