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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $646 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $646 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,860 | $59,186+7.9% | $76,766-16.8% | $56,287+13.5% |
| Participation rate | 94.3% | 75.2%+19.1pp | 77.0%+17.4pp | 69.9%+24.5pp |
| Annual return | -7.39% | 6.62%-14.0pp | 2.43%-9.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,103 | $1,759+76.4% | $2,485+24.9% | $2,111+47.0% |
| Participant deferral / active EE | $6,435 | $3,255+97.7% | $3,851+67.1% | $3,350+92.1% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.5% |