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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,616 |
Service code 49 · EIN 13-3601506 4114 LEGATO RD · FAIRFAX, VA 22033 | Other Services | $7,964 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,146 |
MORNINGSTAR1 year Filed as: MORNIGSTAR Service code 27 | Advisory (Plan) | $2,584 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 | Recordkeeping Fees | $68 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,046 | $45,031+28.9% | $84,966-31.7% | $77,643-25.2% |
| Participation rate | 65.5% | 48.7%+16.8pp | 67.5%-2.0pp | 70.6%-5.1pp |
| Annual return | 16.82% | 79.22%-62.4pp | 66.38%-49.6pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,822 | $1,609+75.3% | $2,727+3.5% | $2,726+3.5% |
| Participant deferral / active EE | $8,207 | $2,807+192.3% | $4,519+81.6% | $4,647+76.6% |
| Admin fee / account holder | $83 | $912-90.9% | $6,149-98.6% | $430-80.7% |