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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $80,898 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $22,102 |
REGAL INVESTMENT ADVISORS LLC2+ years Filed as: REGAL Service code 26 · EIN 22-3844414 | Advisory (Participants) | $13,194 |
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 | $44,722 | $44,007+1.6% | $154,110-71.0% | $68,904-35.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 83.0%+17.0pp | 74.1%+25.9pp |
| Annual return | -1.98% | 8.15%-10.1pp | 735.22%-737.2pp | 1.07%-3.1pp |
| Employer contribution / active EE | $2,469 | $1,732+42.6% | $5,298-53.4% | $2,540-2.8% |
| Participant deferral / active EE | $3,990 | $2,813+41.9% | $5,081-21.5% | $4,015-0.6% |
| Admin fee / account holder | $11 | $65-83.7% | $13,412-99.9% | $71-85.2% |