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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $68 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: THE ROSE FINANCIAL GROUP Service code 49 · EIN 35-2130755 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,405 | $55,415-66.8% | $155,509-88.2% | $74,495-75.3% |
| Participation rate | 20.4% | 61.9%-41.5pp | 78.2%-57.7pp | 67.2%-46.8pp |
| Annual return | 34.33% | 268.50%-234.2pp | 64.67%-30.3pp | 1364.94%-1330.6pp |
| Employer contribution / active EE | $1 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,158 | $2,836-59.2% | $5,626-79.4% | $4,346-73.4% |
| Admin fee / account holder | $130 | $1,738-92.5% | $15,912-99.2% | $1,942-93.3% |