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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,027 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,626 |
REGAL INVESTMENT ADVISORS LLC1+ years Filed as: REGAL Service code 26 · EIN 22-3844414 | Advisory (Participants) | $11,415 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,349 |
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 | $48,965 | $48,835+0.3% | $170,435-71.3% | $177,276-72.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 83.6%+16.4pp | 74.8%+25.2pp |
| Annual return | 106.05% | 19.44%+86.6pp | 205.94%-99.9pp | 21.25%+84.8pp |
| Employer contribution / active EE | $2,702 | $1,798+50.3% | $5,432-50.3% | $2,479+9.0% |
| Participant deferral / active EE | $3,854 | $2,757+39.8% | $4,939-22.0% | $3,881-0.7% |
| Admin fee / account holder | $9 | $52-82.5% | $13,881-99.9% | $154-94.1% |