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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $440 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $272 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $68,405 | $64,909+5.4% | $82,312-16.9% | $62,293+9.8% |
| Participation rate | 93.8% | 74.9%+19.0pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 15.17% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,095 | $1,676+84.7% | $2,428+27.5% | $2,042+51.6% |
| Participant deferral / active EE | $6,182 | $3,103+99.2% | $3,706+66.8% | $3,169+95.1% |
| Admin fee / account holder | $100 | $440-77.2% | $5,608-98.2% | $479-79.1% |