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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 99 · EIN 11-1000111 | Other Fees | $10,227 |
MORNINGSTAR2 years Filed as: MORNINSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $80 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,742 | $42,810-23.5% | $169,452-80.7% | $55,725-41.2% |
| Participation rate | 58.9% | 64.7%-5.9pp | 77.8%-18.9pp | 70.9%-12.0pp |
| Annual return | -5.79% | -3.61%-2.2pp | 1.83%-7.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,310 | $1,402-6.6% | $4,157-68.5% | $2,078-37.0% |
| Participant deferral / active EE | $2,066 | $3,141-34.2% | $5,277-60.9% | $3,356-38.4% |
| Admin fee / account holder | $52 | $106-50.9% | $9,110-99.4% | $115-54.6% |