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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 99 · EIN 11-1000111 | Other Fees | $5,347 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $22 |
MORNINGSTAR1 year Filed as: MORNINSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,921 | $46,966-29.9% | $185,117-82.2% | $69,631-52.7% |
| Participation rate | 65.9% | 65.3%+0.6pp | 77.3%-11.4pp | 70.7%-4.8pp |
| Annual return | 18.70% | 22.36%-3.7pp | 40.50%-21.8pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,308 | $1,360-3.8% | $4,182-68.7% | $2,032-35.6% |
| Participant deferral / active EE | $2,061 | $3,017-31.7% | $5,045-59.1% | $3,224-36.1% |
| Admin fee / account holder | $66 | $94-29.3% | $8,159-99.2% | $110-39.9% |